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.
- Go to the Organization menu and scroll down to the section ‘Manage Actions’.
- 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.
- Using the drop-down menu on the right side, select ‘Create Student Portal Account’, and then click ‘Add Action’.