Transferring a School Managed Account to the caregiver

Transferring a School Managed Account to the caregiver

Access: Kindo Payables Administrator

School managed accounts can be handed back to the caregiver at any time. The transaction history will remain with the account, so the caregiver will be able to see all previous transactions. Once the account is handed back to the caregiver, they will also then receive the email notifications and receipts.

1.    Select POS from the main Kindo School Admin Home page.

2.    Start typing the student’s first or last name until a list of students appears and select the correct student from the list by clicking on their name. 


     A school managed account is recognised by the graduation hat icon next to the name.  





3.    Click Release and the following prompt will appear.  Select Release.


4.    The following prompt will then appear.



Select email a link to the caregiver.  This will create an email from your email account containing a link the caregiver can click on. You can edit this email if you need to, or simply click send.  This link will then allow them to uplift and manage their myKindo account.

5.   Select Done.

Once the caregiver clicks on the link, the icon picture will change from a graduation hat, to the Kindo ‘k’ icon.

NOTE: this link expires within 48 hours.  So if the caregiver does not click on the link within this time-frame you will need to repeat the process again.

The account is no longer a school managed account, as visible by the 'k' icon, and the caregiver will receive all future email notifications and receipts.


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