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SSO - Directing Parents to a Predetermined Event

SSO - Directing Parents to a Predetermined Event

You can route parents directly to a specific event — for example, showing Grade 9 parents only the Grade 9 Counseling event, and Grade 10 parents only the Grade 10 Counseling event.

This works by importing a parent file that links each parent to one (or more) EventID(s). When that parent logs in, they'll only see the event(s) they've been assigned.


Step 1: Create the Parent File

Your parent file must include the following columns:

Field Description
ParentID Unique identifier for the parent
First Parent's first name
Last Parent's last name
Email Parent's email address (one only)
EventID The event(s) this parent should have access to

Finding your EventID(s): Go to Reports / Account Reports / Settings. This report lists the unique EventID for each event on your account.

For multiple events per parent: Separate EventIDs with a semicolon, no spaces — e.g., 28972x;28973x. Parents with multiple EventIDs will see a drop-down letting them toggle between their assigned events.

Example file:

ParentID First Last Email EventID
29786 Sally Jones sally.jones@noemail.com 28972X
27856 Bob Williamson bob.williamson@noemail.com 28973X

Step 2: Temporarily Disable Blackbaud Import

⚠️ Required before importing this file:

  1. Go to Global Setup / Business / Show Advanced Options / Single Sign On Options / Blackbaud.
  2. Remove the School System Login/ID.

After completing your import (Step 3 below), restore your School System Login/ID.


Step 3: Import the File

  1. Select Importer from the left-hand dashboard.
  2. Set Data Type to "School."
  3. Select your event from the Event drop-down.
  4. Set File Type to "Parents (optional)."
  5. Click Select File, choose your parent file, and click Open.
  6. Click Import.

Result

Once imported (and your School System Login/ID is restored), parents will be automatically directed to the correct event(s) when they log in.


Category Options

If you're using Category Sort for Prospective and Current parents, pickAtime offers a dedicated setup option:

Go to Global Setup / Contacts / Advanced Options / Setup Parents Category — a multi-select drop-down for event categories, letting you assign each section its own CategoryID.