When a parent contacts your school because they can't log in or can't see their child's checklist, use this guide to identify the cause and resolve it quickly. Most issues fall into one of five symptoms and can be resolved without contacting Support.
💡Quick Answers
- A parent can't see their child's checklist. What's the first thing to check? Go to the student's contact record > Households tab > Parent Portal Access. Confirm the parent shows "already authenticated" in the Code column and that Portal Access is toggled on.
- The parent is authenticated but still can't log in. What do I do? Confirm they're using the email shown in the Linked Account column, then send a password reset from the same page. If they created their account with Google or Microsoft SSO, they must log in with SSO, not with an email and password.
- The parent never received their authentication code email. What should I do? Resend the code from the student's Parent Portal Access page. Ask the parent to check spam/junk and confirm the email address on file is correct. If it still doesn't arrive, have your IT team check for email delivery blocks.
- A grandparent or consultant needs checklist access, but I can't send them an auth code. Why? Only contacts with a Parent/Guardian, Grandmother/Grandfather, or Consultant relationship type can receive portal access. Check the contact's relationship type under Related Contacts on the Summary tab and update it if needed.
In this Article
- Start Here: Quick Diagnostic
- Symptom 1: Parent Is Not Authenticated / Can't See Checklist
- Symptom 2: Parent Is Authenticated but Can't Log In
- Symptom 3: Authentication Code Email Was Never Received
- Symptom 4: SSO vs. Manual Account Conflict
- Symptom 5: Grandparent, Consultant, or Shared-Access Edge Cases
- When to Contact Support
Start Here: Quick Diagnostic
Before diving into a specific symptom, run through these three checks on the student's contact record (Households tab > Parent Portal Access).
- Is the parent authenticated? Look at the Code column. If it shows Already authenticated, they have been linked to the student. If it shows an alphanumeric code, they have not yet authenticated.
- Is Portal Access toggled on? The Portal Access column must be enabled for the parent to see the checklist.
- What email are they using to log in? The Linked Account column shows the email tied to their portal account. Make sure the parent is logging in with that exact address.
Once you've confirmed those three things, match the situation to one of the symptoms below.
Symptom 1: Parent Is Not Authenticated / Can't See Checklist
What you'll see: The Code column shows an alphanumeric code rather than Already authenticated, which means the parent has never completed authentication.
Resolution:
- From the student's Households tab > Parent Portal Access, click Send Authentication Code under the Actions column for the parent.
- Confirm the email address in the dialog is correct, then click Send Email.
- The parent will receive an email with an authentication link. When they click it and log in, they'll gain checklist access.
If there's no email address on file:
- Click Send Authentication Code and use the Add Email option in the dialog to add one before sending.
If the wrong parent is already authenticated:
- Use Manage Authentication > Revoke Authentication to remove the existing link, then send a new code to the correct parent. Please note that if the parent had a saved payment method, they'll need to re-add it after re-authenticating.
Full details: Assisting Parents with Authentication Codes
Symptom 2: Parent Is Authenticated but Can't Log In
What you'll see: The Code column shows Already authenticated and Portal Access is on, but the parent says they can't get into the portal.
Resolution:
- Check the Linked Account column and confirm the parent is logging in with that exact email address.
- If the email is correct, send a password reset. Click Reset Password in the User Management column. The parent will receive a reset link, which expires after 2 hours.
- If the email address is outdated (parent no longer uses it), use Manage Authentication > Revoke Authentication, then resend the authentication code to their current email.
Full details: Parent Portal Account Password Reset
⚠️ Important Note
If the parent says the password reset isn't working, ask whether they originally signed in with Google or Microsoft SSO. SSO users cannot log in manually; they must always use the SSO option. See Symptom 4.
Symptom 3: Authentication Code Email Was Never Received
What you'll see: You sent an authentication code, but the parent says the email never arrived.
Resolution:
- Ask the parent to check their spam or junk folder first.
- Confirm the email address in the Linked Account column is correct. If it's wrong, click Send Authentication Code and edit the address in the dialog before resending.
- Resend the authentication code from the Actions column.
- If the email still doesn't arrive after resending, have your IT team check whether emails from Finalsite Enrollment are being filtered or blocked at the domain level.
⚠️ Important Note
The authentication code email is a non-customizable system email. If the parent is also missing other portal emails, the issue is likely a deliverability or spam filter problem, not a portal configuration issue.
Symptom 4: SSO vs. Manual Account Conflict
What you'll see: A parent created their account using Google or Microsoft SSO but is now trying to log in with an email and password (or vice versa) and getting an error.
Key Rules:
- Parents who created their account with SSO must always log in with SSO. Trying to log in manually will not work.
- Parents who created their account manually can optionally use SSO to log in later without any issues.
Resolution:
- Ask the parent how they first created their account: SSO (Google/Microsoft) or manually (email & password).
- If they used SSO: Direct them to click the Google or Microsoft button on the login page, not the email/password fields.
- If they used manual and are getting an error: Send a password reset and confirm they're using the correct email address.
- If they're unsure: Have them try SSO first. You can also check Settings > Portal > Parent Portal Accounts to look up their account details.
Full details: Overview of Parent Login Options- Manual Account Creation and SSO
Symptom 5: Grandparent, Consultant, or Shared-Access Edge Cases
Grandparents and Consultants
Only contacts with one of the following relationship types can be sent an authentication code and given portal access:
- Parent / Guardian
- Grandmother / Grandfather
- Consultant
If you can't send an auth code to a grandparent or other relative, check their relationship type under Related Contacts on the contact's Summary tab. Update it to one of the supported types, then send the authentication code.
Consultants and Third-Party Access
A school counselor, educational consultant, or other third party can be authenticated to a student's checklist the same way as a parent, as long as their relationship type is set to Consultant. They'll have their own portal account and can access any student to whom they are authenticated.
Billing Shared Access
If the goal is to give a secondary contact access to billing (not just the checklist), that is managed separately through the Billing Shared Access feature.
See: Contact Record- Parent Portal Access Page
When to Contact Support
Most Parent Portal access issues can be resolved with the steps above. Submit a request to Finalsite Enrollment Support if:
- The Parent Portal is inaccessible for all families at your school (not a single-account issue).
- A parent's account shows as authenticated and Portal Access is enabled, but the checklist still doesn't appear after confirming the correct term is active.
- Authentication code emails are not arriving after resending and verifying deliverability with your IT team.
- You need help with a complex multi-household or shared-access situation.
Additional Resources
- Assisting Parents with Authentication Codes
- Parent Portal Account Password Reset
- Overview of Parent Login Options: Manual Account Creation and SSO
- Contact Record: Parent Portal Access Page
- Parent Portal Accounts
- Control Parent Access to Admissions & Enrollment in the Parent Portal
- Authentication Emails
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