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Centre Settings - Invite Staff, Teams and Parents to Cheqdin

Modified on Thu, 09 May 2024 at 03:04 PM

This is the last step of your Cheqdin setup process. If you have completed your centre settings and downloaded your apps, you can now invite your staff/team members/parents to start using Cheqdin.


How to invite your staff/team members to use Cheqdin:


1. Go to Centre Settings on your dashboard.

2. Click on 'Staff'. 


3. Select the staff/team member (s) by checking the box (es) beside their names. If you haven't added staff members yet, you can do so by clicking on the '+ Add Staff' button. 


4. Click on the 'send mail icon' on the top right to send login details by email to the staff.


5. Once the email is successfully sent the icon next to the email ID turns into a green envelope.





Remind your staff and team members to check their inboxes (and junk/spam folders if the email is not in the inbox) for an email from Cheqdin. 


Please request that they add notifications@cheqdin.com and support@cheqdin.com to the safe sender's list to ensure they receive all future emails from Cheqdin.


How to invite parents to use Cheqdin:


If a parent enrols their child using your Cheqdin's online registration platform, they will automatically get a Welcome email with their Cheqdin logins and instructions on how to access the parents portal. We will also auto-sync all their details to your student's register. 


But, for any students or children that were entered into your students register manually, this is how you can send the parents an invite with their logins:



Sending the logins to a parent:

1. Go to 'Parent Communication' > 'Parent Access Control'.

2. Use the search box to search for the parent's name. Please note that you cannot add a parent directly; a parent needs to be associated with a student or child's record. If you want to add a parent, please add a student or edit an existing student's details.

3. Click on the 'Send Login Details' icon next to the email ID to send it individually. 

4. If you are looking to send all logins in a batch (in one go), then click to select the boxes next to the parent names and click on the 'Send Logins' button on the top right.  

After sending the emails, the envelope color will change to green and display the date when the login credentials were sent.




How do you send the parents' PIN numbers?

1. Go to 'Parent Communication' > 'Parent Access Control'.

2. Next to the parent's name, go to the column 'PIN Number' and click on the 'Send PIN' icon. This will trigger an email with the PIN number.

Parent PIN numbers are only required if you require the parents to sign in or sign out their children at your centre. This is optional. 





If you require further assistance or wish to verify your centre settings before inviting staff or parents to your account, please reach out to us at support@cheqdin.com.

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