SSO - Directing Parents to a Predetermined Event

SSO - Directing Parents to a Predetermined Event

You can directroute parents directly to a specific event based— on their student's grade. Forfor example, ashowing parent of a student in gradeGrade 9 wouldparents only see the gradeGrade 9 event, a parent of a student in grade 10 would only see the grade 10Counseling event, and soGrade on.10 parents only the Grade 10 Counseling event.

Each parent contact will be associated with a unique EventID. This connection is madeworks by importing a parent file with a column labeled EventID. Each row should be filled with the unique event identifier for the event that thelinks each parent shouldto haveone access(or to.more) EventID(s). When that parent logs in, theythey'll would ONLYonly see the eventevent(s) theythey've hadbeen access to.assigned.

First, create

Step 1: Create the parentParent file.

File

This file lists all the parents. TheYour parent file must containinclude the following fields:columns:

can

Finding beyour locatedEventID(s): onGo theto Reports page./ Select the Account Reports option/ andSettings. then select theThis report labeled Settings. 

In your parent file, fill the EventID column with the EventID # corresponding to the event the parent should have access to. For example, if you have the following events: Grade 9 Counseling Appointments and Grade 10 Counseling Appointments, you would uselists the unique EventID for each event andon associateyour thisaccount.

EventID

For multiple events per parent: Separate EventIDs with the parent.

To include multiple EventIDs, simply separate the IDs by a semi-colonsemicolon, and include no spaces (— e.g., 28972x;28973x)28973x. IfParents you includewith multiple EventIDs, parentsEventIDs will then see a drop-down andletting canthem toggle between anytheir ofassigned theevents.

events

Example they have access to.                      file:

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Step 2: Temporarily Disable Blackbaud Import

Import⚠️ Required before importing this file using the pickAtime Importer:file:

1.

Turn off the Blackbaud import option on your account:

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

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

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Step 3: Import the File

Select Importer from the left-hand dashboard. Set

AfterData importingType to "School."

Select your dataevent viafrom the pickAtimeEvent Importer,drop-down. youSet wouldFile haveType to restore"Parents (optional)." Click Select File, choose your parent file, and click Open. Click Import.

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Result

Once imported (and your School System Login/ID

is

2.restored), On the left-hand side dashboard, select the Importer option. Here, you would be able to see pickAtime Importer (Data Importer):

Data type - set the radio button to 'School' Event - select your 'event name' from the drop-down File type - select 'parents (optional)' File - select the parent file on your computer and click 'Open.' Then click the 'Import' button

When a parent logs in, they will be automatically directed to the correct event.event(s) when they log in.

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Category Options

If youyou're are intending to use theusing Category Sort option for your Prospective and Current parents, pickAtime hasoffers addeda andedicated optionsetup onoption:

Go to Global Setup /Contacts/ Contacts / Advanced Options/Options / Setup Parents Category.Category This option offers— a multi-select dropdown menudrop-down for event categories, offeringletting you the ability to easily giveassign each section its own CategoryID.CategoryID.

If you need any assistance with these options, please email support@pickatime.com