Adding a parent or guardian to Perno Eduwallet allows you to share information about their assigned students, payments and documents. First create the guardian’s profile, then connect them to the relevant student and define their access permissions.
Adding parents and guardians in Perno Eduwallet
1. Open the guardians list
In Perno Eduwallet, expand the People and structure menu and select Guardians.
The page displays the list of guardians. You can filter it by status using the Status field and the Filter button.
Click + Add to open the Parent or guardian form.
2. Enter the parent’s or guardian’s details
Choose how to add the person:
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If the person is already an organization user, select them in the User field.
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If you are adding a new person, enter their email in the Email address field instead of selecting an existing user.
Complete or check the First name and Last name fields. Both fields are required.
In the Role field, select Parent or guardian.
This form is used to add parents and guardians. Teachers and employees are managed in Perno Company → Colleagues and roles.
3. Save the guardian
Check that the details are correct, especially the email address, then click Save.
The Cancel button allows you to cancel adding the guardian.
4. Connect the guardian to a student
After creating the guardian, go to People and structure → Students and open the relevant student’s profile.
Select Add guardian, then search for the guardian by first name, last name or email address and assign them to the student.
One guardian can be connected to multiple students, and one student can have multiple guardians.
5. Set the relationship and access permissions
Configure the appropriate settings for the guardian’s relationship with the student:
|
Setting |
Meaning |
|
Primary guardian |
Identifies the student’s primary guardian. One relationship can be marked as primary. |
|
Billing contact |
Designates the guardian as the contact person for payments. |
|
Payment access |
Allows the guardian to view the assigned student’s payments. |
|
Document access |
Allows the guardian to view the student’s shared documents. |
Save the relationship after setting the appropriate permissions. The guardian’s access depends on their assigned students and the relationship settings.
6. Invitation and access to the parent portal
The guardian will receive an email invitation to Perno Eduwallet. This is an invitation to the application, not a password-reset email.
After accepting the invitation, they can use the parent portal to view their assigned students and the payments and documents available to them.
7. Remove a relationship or deactivate the guardian
You can remove the guardian’s relationship with a specific student without deleting the guardian’s entire account. This preserves their relationships with other students.
If the guardian already has payments or other historical relationships, Perno may prevent permanent deletion. In that case, deactivate the guardian to preserve financial history.