How to Impersonate a Parent/Guardian in the Portal to Preview a Contract Agreement

Use these instructions anytime you need to impersonate a parent and preview a contract agreement. For example, this might be done to help troubleshoot with a parent or to preview a contract agreement while testing your BigSIS agreements. 

• Start by impersonating the parent
  • Impersonating a User
• After you have impersonated the parent, go to Admissions > My Admissions
  
  
• Click Sign Agreement
  
  
• Confirm by clicking the green button for the student and this will take you to your contract agreement. 
  
  
• Review each page in detail to make sure language, formatting, school year references, and dollar amount references are all correct.
  • Take note of any edits to the agreement you would like to make and either edit those directly in your contract agreements or notify your implementation specialist for assistance.
    
    
• Experiment with the different charge options you may have (extended care, tuition assistance, etc.). Select different options and make sure that the charges are calculated correctly.
  
  
• Confirm that your payment schedule options are correct. And, if you require tuition insurance, check to make sure it is required for the correct payment schedules and is optional where applicable.
  
  
• Confirm that your deposit is for the correct amount.
  
  
• Confirm that any fees are due on the correct dates (e.g., with agreement, with payment schedule, on a specific date).