Billing: Shared Access

Overview 

Shared access allows a parent or billing account holder to grant access to another individual for making one-time payments on an account. 

This article explains how Admins can enable Shared Access for a Contact. Parents can also enable shared access, and the steps for the parent process are covered in a separate article called Parent Billing Workflow.

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In this article

• How to Grant a Parent/Guardian Shared Access
  
  • Notifications for Contacts with Shared Access
• Remove/Revoke Shared Access

How to Grant a Parent/Guardian Shared Access

You can add a Shared Access contact from the Student's record on their Billing tab by selecting Add additional Contact.

1. Select the contact name from the drop-down. All related contacts are available on the drop-down menu. If you do not see the name of the contact you're looking for, learn how to add an additional contact with the Contact Record: Related Contacts article.
2. Click on the checkmark that appears in the View Changes column to save and set the shared access.

Notifications for Contacts with Shared Access

 When adding a contact with Shared Access, notifications are automatically turned on. To disable notifications, toggle them off in the Notification column.

• If notifications are on, the contact will receive all billing communications.
• If notifications are off, the contact will receive no billing communications.
• The parents/guardians can not enable or disable billing communications on their end.
• Read more about communications within our Billing Communications article.

Important Notes

• The contact must have an associated email address to be added successfully. To add an email address to the contact, navigate to the contact's record and enter it under their name in the upper right.
  
• Did you know that parents can add an account as having shared access on their end too? To learn about their process of setting up a Shared Access account and what it looks like on their end, check out our Parent Billing Workflow article.
  
  
• When adding an individual as a shared billing contact, we recommend setting them up with the relationship of the Parent, Guardian, or Consultant (unless they are already one of those). This allows them to show up on the Parent Portal Access tab of the student record and, therefore, makes it easier for you to manage their authentication if needed.

  Click here to learn about adding related contacts.

Remove/Revoke Shared Access

If you need to remove or revoke shared access, click on the 'x' next to the contact you'd like to remove.

You'll be asked to confirm this change before it takes place.

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Additional Resources

• Office Hours & Past Session Recordings
• Parent Billing Workflow
• Shared Access: Parent/Guardian Experience