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A Parent Account is not Being Created

In order for an account to be created for a parent, the parent must have a valid link to at least one child at school. Whether a parent's link to a child is "valid" is determined by the synchronisation rules. There are also a number of preferences that affect whether a parent will be given an account in Insight.

There are four reasons an account might not be created. All of these conditions can be enabled/disabled using either synchronisation rules or preferences:

  • The person does not have a valid link to the student
  • The person does not have an email address
  • There is already one Insight account holder at the address
  • The student is off roll

Go to Reports > SIMS Synchronisation. Find the student whose parent(s) are missing from the list of Users. You can use Ctrl+F to search the page.

If the student is missing from the report then the student is off roll. You can use grace period.

If the student appears in the report, but the parent does not appear underneath the student, then the parent has not been linked to the student in SIMS. Check section 5 family and home.

In any other case you will see a warning (or several warnings) on the report.

WARNING 1 - The user does not meet the sync rules

This means that the link between the parent and the child is not valid according to the synchronisation rules in Insight. First check that your Synchronisation Rules are configured as needed. If you subsequently make any changes to the Synchronisation Rules, you must run a Sync via the Users page for these changes to take effect.

If you are satisfied that your Synchronisation Rules are correct then the issue is with the parent's details in SIMS. Open SIMS and go to:
Focus > Student > Student Details

Search for and open the student's record, then find the parent Under Section 5 Family and Home. Double click on the parent to open their record.

Section 2 will show you the parent's:

  • Priority number
  • Parental Responsibility setting
  • Court Order setting

Section 4 will show you the person's:

  • Home Address

One or more of these fields will not match the Synchronisation Rules. If a parent's details do not match any of your Synchronisation Rules, Insight will not create an account for them.

WARNING 3a or WARNING 4a - The parent does not have a valid email address in SIMS

Either of these warnings mean that the parent does not have an email address in SIMS and Insight has been configured to require an email address for all users. You can either add an email address for the parent in SIMS, or change the configuration in Insight so that email addresses are not required for users.

To change the settings in Insight:
Manage > Preferences > User Creation

The following two settings can prevent parents from having access to Insight if they do not have an email address:

  • Disregard contacts with no email in SIMS
  • Deactivate a users links when the contact has no email in SIMS, and previously an email was found

WARNING 4b - Only one account is allowed per household. Change the preferences if needed

This means that Insight has been configured to only allow a single account per household, and the this parent lives in address where somebody else already has an Insight account.

To change the configuration in Insight:
Manage > Preferences > User Creation

A Parent Account is Missing a Link to One or More Students

If a parent's account is missing a link to one or more students then one of the following:

  • Duplicate parent in SIMS
  • Not meeting Synchronisation Rules (SIMS Sync report)