Using the ‘Manage Actions’ feature on the Organization menu, you can automatically create a Student Portal Account for your students immediately upon the creation of their student record (aka, adding a student to the system). This innovation can help streamline your process flow by eliminating the need to manually create a Student Portal account for each student. The result will be that as soon as the student is added to the system the Student Portal Account will be automatically created.

  1. Go to the Organization menu and scroll down to the section ‘Manage Actions’.
  2. Using the drop-down menu on the left side, select the triggering event that you want to use for the survey invitation. In the example below, ‘Participant Created’ is used.
  3. Using the drop-down menu on the right side, select ‘Create Student Portal Account’, and then click ‘Add Action’.