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    • Setting up Student/Staff/Carer Portals - Calendar Component

    Owned by Danica Ceballos
    Last updated: Jul 26, 2024
    3 min read

    Note: The Day Start and Day End in the Calendar Portal will be based on what is set in the Custom Settings.

    image-20240326-070827.png

    Create separate portals for the Students, Staff, and Carers.

    Go to Setup > All Sites > New

    image-20240326-071306.png

    For the Student & Staff Portals, choose Build Your Own (Aura).

    For the Parent/Carer Portal, choose Jepson as the site's theme.

    Click Get Started and fill in the following.

    Name: Student Portal / Staff Portal / Carer Portal

    URL: studentportal

    And click Create.

    Search the component in the Components section > Drag and drop the component PosiEd Calendar Component > tick the Is Student Portal

    Also, check this documentation for the Absence Submission component set up in the Parent Portal.

    Student Portal

    Follow the same process for the Carer and Staff Portals.

    Carer Portal

    Note: The Cohort Calendar field under the Cohort layout should be ticked to see the event records under the Carer Portal.

    You can also add the Absence Submission component to the site.

    Staff Portal

    Choose the Customer Account Portal for the Staff Portal.

    For the Portal to be accessible to the contacts. You need to assign the profiles in the Administration section.

    Go to Administration > Members > Add selected Profiles.

    To check if the Portals are accessible in the Person Account layout, go to a Person Account record > Enable Customer Account > Log in to Experience as User.

    It will display the three (3) Portals you created.