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The parent panel captures core identity fields and external identifiers used across the workspace.

What this screen is for

  • Create a new parent record.
  • Update an existing parent record.

What you can see

The panel title is Add Parent or Edit Parent with descriptions:
  • Add: Add a parent record that can be reused across the app later.
  • Edit: Update this parent record and its external identifiers.
Fields include:
  • First name
  • Last name
  • Preferred name (optional)
  • Date of birth using a calendar picker
  • SIS ID, Secondary SIS ID, and Tertiary SIS ID (optional)
  • UPI ID (optional)
  • Wonde ID (optional)
  • Parent email (optional)
Submit actions:
  • Create label when adding
  • Save changes when editing

Read-only and error states

  • If you cannot manage parents, you may see Read-only access explaining only admins, managers, and members can create or edit parent records.
  • If saving fails, you may see Unable to save parent with details.

Permissions and read-only behaviour

Editing requires parent management permission. Fields and submit actions are disabled when you are read-only.

Tips

  • Align parent identifiers with your school source system to make imports predictable.
  • Use preferred names when families use a different day-to-day name than legal documents.
Last modified on April 30, 2026