Step 4 - Role Selection

 

There are different Roles the user can Apply for. The Different Roles enables users to view different information on the Portal.

The are Three Rolls for which the user can apply: (i) Guardian (ii) Account Holder and (iii) SGB Member. The Roll is selected by Left Clicking on the on the Roll Selection Check Box (). When this is done a Check Mark will be displayed ().

 

Guardian Role

 

When this role is selected the System verifies, that the ID Number that was specified during the Registration Process, is the ID number of a Guardian that has been registered on the Edupac EnterPrise Edition  System. Should the Guardian have Students that are linked to the Guardian in the Edupac Enterprise Edition the Students will Automatically be linked to the Guardian, and the system will Automatically Approve the user.

 

The Guardian will be able to access the following: (i) Calendar, (ii) Students, (iii) Enroll New Student, (iv) Documents.

 

Account Holder

 

When this role is selected the System verifies, that the ID Number that was specified during the Registration Process, is the ID number of a Guardian that has been registered on the Edupac EnterPrise Edition  System. The system will not Automatically Approve the user.

 

Note:  The Institution for which the User enrolled will be responsible to Approve the user. Should the

                        Institution not approve the user to view accounts, the View Linked Accounts option will not

                        be available.

 

When the user logs onto the portal and selects the electing the Accounts Menu Option the following message is displayed – Awaiting Approval. The Educational Institution needs to approve the account on the Edupac Enterprise Addition system.

 

 

 

Should the Institution approve the user to be able to View Linked Accounts the Account Holder will be able to access the following: (i) Calendar, (ii) View the Linked Accounts, (iii) Documents.

 

SGB Member

 

 

 

Left Click the Next Button once the Roll Selection has been made. Should the user be Registered as a Account Holder on the Edupac EnterPrise Edition - Refer to Account Selection. Should the user be Registered as a Guardian on the Edupac EnterPrise Edition the page below will be displayed:

 

Left Click the Done Button to Return to the Main Login Page.