How to configure ZuluDesk Parent (iOS & Webapp)

To use ZuluDesk Parent, a couple of steps need to be taken.

Please keep in mind that the Child's iPad has to be supervised for the parent App to work properly.

Requirements:

  • ZuluDesk Parent enabled in ZMS;
  • A “Parents” group;
  • CSV import file with all parents and their children;

Steps to take:

  • Enable ZuluDesk Parent;
  • Create a “Parents” group;
  • Import parents and generate their accounts OR manually create accounts and accounts.

Enable ZuluDesk Parent:

  • In ZMS go to “Organization” -> “Settings’ -> “ZuluDesk Parent”;
  • Click on the “Enable ZuluDesk Parent” box and choose the features you want to enable;
  • Click on “Save Settings”.
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Create a “Parents” group:

  • In ZMS go to “Users & Groups” -> “Groups’;
  • Click on the “Add Group” button;
  • Enter the desired group name and an optional description in the popup that’ll appear;
  • Click on the “Add Group” button
  • You will be directed to the newly created group details page. On that page, make sure the “ZuluDesk Parent” feature is set to “Allow”.
  • Click on the “Save Group” button.

Import parents and generate their account:

ZuluDesk can easily create parent accounts for you using a CSV import file. You can manually create this file or export one from SOMToday. To do so:

  • In SOMToday go to: “Leerlingen” -> “Rapporteren” -> “Vrij exporteren” -> select the desired students you want to import in ZuluDesk -> Click on “Selecteren exportvelden” -> make sure you select the following fields:
    • Personalia -> Leerlingnummer
    • Verzorgers -> Voorletters verzorger
    • Verzorgers -> Voorvoegsel verzorger
    • Verzorgers -> Achternaam verzorger
    • Verzorgers -> E-mail verzorger
  • Click on “Exporteren”;
  • In ZMS go to “Organization” -> “Import / Export” and click on “Import Parents”;
  • Select the parent group you’ve just created at the “Parent Group” field;
  • Select the CSV file you’ve just created and check the “Automatically create login details and send them by mail” box if you want to send the newly created login details to the parents’ e-mail address.
    • If you choose to create and send the login details automatically you have to specify the message that’ll be send by mail and the password complexity
  • Click on the “Start Import” button and wait for the import to complete. Please note this might take some time depending of the number of entries in your CSV file. 

Manually create accounts

If you don’t want to use a CSV file to import the parents, you can add them manually. To do so:

  • In ZMS go to “Users & Groups” -> “Overview”;
  • Click on the “Add User” button;
  • Enter the details of the parent account you want to create and make sure you select the “Parents” group you’ve just created at the “Member Of” field;
  • Click on the “Add User” button;
  • You’ll be redirected to the newly created parent account;
  • Click on the “Edit Details” button;
  • Select the children of this parent at the “Children” field
  • Click on the “Save” button.

Repeat this step for every parent you want to add. After creating all parents, you have to generate login details and send them by mail:

  • In ZMS go to “Users & Groups” -> “Overview’;
  • Filter out all the members that are member of the “Parents” group you’ve just created using the “Filter” form;
  • Click on the checkbox in the header of the table to select all users in the list and click on the “Generate accounts” button;
  • Enter the message you want to send and determine the password complexity, click on the “Generate” button if you’re done configuring.

You’re done!
The parents can now install the free ZuluDesk Parent app from the iOS App Store (https://itunes.apple.com/us/app/zuludesk-parent/id1065509393?mt=8) or open the ZuluDesk Parent web app at https://zuludesk.com/manage/parent

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