Welcome to our Knowledge Base
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System Settings
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- Upload User Accounts
- User Accounts
- Upload Students
- Upload Students (Video)
- Upload Student Pictures
- User Permissions
- Manage Family and Guests
- Mass Updates
- Manage Students
- Microsoft Single Sign-On (SSO)
- Preparing for Next School Year
- Printer Setup - 3" Thermal (Windows)
- Printer Setup - 3" Thermal (Mac) **Advanced Setup**
- Printer Setup - 3" Thermal Network (Mac) **Advanced Setup**
- Google Single Sign-On (SSO)
- Classlink
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Store
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- Changing Payment Type After Transaction has Completed
- Creating a Transaction
- E-mail Receipts
- Exporting Ticket Sales from Store to Ticketing for Checkin
- Modify Transaction - Post Sale
- Payment Type
- PAX Credit Card Reader Setup
- Portal Purchased Product Pickup and Reports
- Product Buttons
- Printing Receipts
- ProPay: How to Process Credit Cards
- ProPay: How to Void a Transaction
- Scanning a Student ID
- Returns
- Reprint Receipt and Resend Receipt by E-mail
- Student Credit
- Student Credit - Credit Refunds
- Discount Options
- Convenience Fee
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- Family and Guest Management
- Manage Spirit Points
- Manage Students
- Manage Family and Guests
- Mass Updates
- Student Credit
- Student Credit - Credit Refunds
- Discount Options
- Student Type
- Managing Student Credit
- Student Spirit Points
- Upload Students
- Upload Student Credit
- Upload Student Pictures
- Upload Students (Video)
- Add Students
- Student Negative Account Balance
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- Accessing the Student Only Store Portal
- Accessing the Open Store Portal
- Configure your Portal and Products
- Family and Guest Management
- Google Single Sign-On (SSO)
- Family Portal
- ProPay (Heartland) Merchant Account
- Manage Family and Guests
- Microsoft Single Sign-On (SSO)
- Portal Purchased Product Pickup and Reports
- Convenience Fee
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- Accessing the Student Only Store Portal
- Accessing the Open Store Portal
- Configure your Portal and Products
- Cash Drawer (Connected to Thermal Printer)
- Cash Drawer (USB) Windows 10
- ProPay (Heartland) Merchant Account
- My Account
- PAX Credit Card Reader Setup
- Portal Purchased Product Pickup and Reports
- Product History (Link on Current Transaction)
- Product Agreement
- SFTP Automated Student Rosters
- School Logo
- Taxes
- User Accounts
- User Permissions
- Upload User Accounts
- Whitelist URL's
- Show all articles (3) Collapse Articles
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- System Settings Getting Started (Video)
- Mass Updates
- ProPay (Heartland) Merchant Account
- PAX Credit Card Reader Setup
- Google Single Sign-On (SSO)
- Microsoft Single Sign-On (SSO)
- School Logo
- User Accounts
- Preparing for Next School Year
- Remote Support
- Upload Student Pictures
- User Permissions
- Upload User Accounts
- Convenience Fee
- Classlink
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Voting
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- Adding an Election
- Adding Candidates
- Adding Officer Positions
- Adding Pictures and Biographies
- Archive and Retrieve Old Elections
- Create a Survey (Video)
- Election Layout Options
- Duplicate an Election
- Election Preflight
- Preview an Election
- Removing Candidates
- Using Video Biographies
- Write-in Candidates
- Rank Choice Voting
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Ticketing
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Interventions
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- Bell Schedules
- Interventions
- Mass Updates
- My Account
- Printer Setup - 3" Thermal (Windows)
- Printer Setup - 3" Thermal (Mac) **Advanced Setup**
- Printer Setup - 3" Thermal Network (Mac) **Advanced Setup**
- SFTP Automated Student Rosters
- School Logo
- User Accounts
- User Permissions
- Upload User Accounts
- Whitelist URL's
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Announcements
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Student / Family Portal
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Digital ID
Manage Family and Guests
Family accounts allow a parent or guardian to be connected to multiple students at your school. They can purchase products on behalf of students and view purchase history for each student.
Guest accounts can reference a student name, but purchases in a guest account are not made on behalf of a student. Guest accounts are ideal for alumni, community members and extended family.
![](https://software4schools.com/wp-content/uploads/2021/04/system-settings-link-2-248x300.png)
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Click System Settings from the bottom left side of the menu bar
![](https://software4schools.com/wp-content/uploads/2023/03/User-Link-1.webp)
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Select Users from the top menu
Manage Family and Guests
![](https://software4schools.com/wp-content/uploads/2023/03/Screenshot-2023-03-12-at-4.39.18-PM-1-1024x424.webp)
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To view Family or Guest accounts in your system, click Family or Guests from the sub menu.
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Click Add Family or Guest to manually create a new account. See below for more details on adding or editing a family member account.
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Checking one or more account will allow you to deactivate that account so they are no longer able to access the portal.
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Click Edit to modify an account. See below for more details on editing a student.
Add / Edit Family
![](https://software4schools.com/wp-content/uploads/2023/03/Add-Edit-Family-2.webp)
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When you add or edit an account you will see a pop up modal to modify the details. Here you can set the name, Email and password.
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Guest type options are either Family or Guest. A Family account is directly connected to one or more students and the purchase will be linked to that student. A Guest account is not linked directly to a student and the purchase will be stored under the guest account.
![](https://software4schools.com/wp-content/uploads/2023/03/Connected-Students-Family-1.webp)
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To connect a student to a parent account, select the student from this list.
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To remove a student from the family account, click the X next to the student name.
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Manage Email Notifications. This can be turned off here or by a parent clicking unsubscribe.
![](https://software4schools.com/wp-content/uploads/2023/03/Guest-name-1.webp)
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To make a purchase that references a student type the name of a student into the text box.
A guest does not need to know a student ID number to link they can just type the name of a student into the text box.