How to create a parent/guardian user

Giving parents and financial guardians access to transaction records in real time is a fantastic way to elevate your brand and credibility as a service provider.  The added benefit is that you don't need to prepare spending reports and statements, saving you hours of admin.

Steps to add a parent/guardian

1. On your SpendAble dashboard, select the 'Add Guardian' button from the 'Onboard User' drop down.

2. Populate the parent or guardians information in the form

3. For parents and guardians to see transactions, they need to be connected to the participants wallet.  This is to ensure parents can only see the information relevant to their child.

4. Congratulations — you've successfully added a parent/guardian user!

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