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Connecting Accounts

PlanStudyBoost allows parents and supervisors to connect with students to view progress and support their learning.

How Connections Work

Connections are established through an invitation link that the student generates and shares:

  1. The student creates a shareable invite link from their Profile page
  2. The student sends that link to the parent or supervisor themselves β€” by text, email, or however they'd normally share a link (PlanStudyBoost doesn't send it for them)
  3. The recipient opens the link, then signs in or creates an account
  4. The recipient reviews what they're being asked for and selects Accept invite
  5. The student reviews the new connection on their Profile page and selects Confirm β€” unless they've turned on auto-confirm (see below)
  6. Once confirmed, the connection is active

The student is always the one who starts the process. There's currently no way for a parent or supervisor to send the first invite themselves.

Types of Connections

Parent-Student Connection

Parents can connect with their children to:

Permission Description Default
View Reports Access analytics, schedule, and progress reports Yes
Enter Grades Add grades for the student Yes

Both permissions are granted together today β€” there's no way to invite a parent with only one of the two.

Supervisor-Student Connection

Supervisors (teachers, tutors, coaches) can connect with students with:

Access Level Description
Read Only View schedule and progress (the only level available right now)

For Students: Inviting a Parent or Supervisor

  1. Open your Profile page: select πŸ‘€ Profile near the bottom of the sidebar (on a tablet, the πŸ‘€ icon below the bell). On a phone, select More in the bottom bar, then Profile.
  2. In the Linked Accounts section, select + Invite a parent or + Invite a supervisor
  3. A shareable link appears, along with a Copy button
  4. Send that link to the person yourself β€” a text message, email, or chat all work fine

The link expires after 7 days if nobody uses it, and works for one person only β€” once someone redeems it, the same link can't be used again. If it expires before anyone opens it, generate a new one; the Linked Accounts section keeps a list of any invites you've sent that haven't been used yet, in case you need to resend the link.

Auto-confirm invites

By default, every invite you send still needs your explicit confirmation once the other person accepts it (see below). If you'd rather skip that step β€” for example, if you know you're only ever going to invite people you already trust β€” turn on Auto-confirm invites in the Linked Accounts section. While it's on, the connection becomes active the moment the other person accepts, with no separate confirmation from you.

For Parents and Supervisors: Accepting an Invitation

When you open an invite link someone sent you:

  1. If you're not signed in, choose Log in (if you already have an account) or Create an account
  2. After signing in or registering, you'll see who invited you and what they're asking for β€” for a parent invite, that's viewing reports and entering grades; for a supervisor invite, it's read-only access
  3. Select Accept invite

Unless the student has auto-confirm turned on, the connection isn't active yet at this point β€” it's waiting on the student to confirm it (see below). You'll gain access as soon as they do.

Confirming a Pending Connection

Whenever someone accepts your invite (and you don't have auto-confirm on), it shows up under Needs your confirmation in your Profile page's Linked Accounts section:

  1. Open your Profile page: select πŸ‘€ Profile near the bottom of the sidebar, or on a phone More > Profile
  2. Under Needs your confirmation, review who accepted and what they're requesting
  3. Select Confirm to activate the connection, or Decline to remove the request

What Happens When You Confirm

  • Your parent/supervisor can now view your allowed data
  • If they have Enter Grades permission, self-grading is automatically disabled
  • They'll appear under Currently linked in your Linked Accounts section

Managing Connections

For Students

Your Profile page's Linked Accounts section shows everything at a glance:

  • Invites awaiting response β€” links you've generated that nobody has used yet
  • Needs your confirmation β€” people who've accepted your invite and are waiting on you
  • Currently linked β€” parents and supervisors who are actively connected

For Parents and Supervisors

Your linked students appear on your Dashboard, where you can switch between them if you're linked to more than one.

Removing a Connection

You can't remove a connection yourself yet, whether you're the student, the parent or the supervisor. If a connection is wrong or no longer wanted (for example, you confirmed the wrong person, or a family's circumstances have changed), contact support at support@planstudyboost.com. School accounts can contact their administrator instead. An administrator can remove the connection for you.

When a connection is removed:

  • It ends immediately. Neither person gets a notification, so support will confirm it with you directly
  • Grades and awards already entered are kept
  • If it was a parent connection with grade entry, the student can enter their own grades again (see Self-Grading)
  • To reconnect later, the student sends a new invite, just like the first time

Privacy & Security

  • Consent required: the student always confirms a connection before it becomes active (unless they've chosen to auto-confirm)
  • Single-use links: each invite link works once and expires after 7 days
  • Transparent: students can see everyone connected to their account, and everyone who's accepted but not yet been confirmed

Troubleshooting

Invite links expire after 7 days, or stop working once someone else has already used them. Ask the student to send a new one.

I accepted an invite but don't see the student's data yet

The student needs to confirm the connection first (unless they have auto-confirm turned on) β€” check with them, or ask them to look for it under Needs your confirmation on their Profile page.

I want to limit what a parent or supervisor can see

Currently, the permissions shown at invite time are fixed β€” a parent invite always requests both viewing reports and entering grades, and a supervisor invite is always read-only. There's no way to customize this per invite yet.