Upgrade Day Checklist
For Administrators
On the day your organisation is upgraded to the new IRIS ParentMail, you just need to sign in as you would normally and all your data will already be in place.
The upgrade has been designed to work seamlessly, but some users may notice changes in what they can access. This checklist helps you confirm everything is set up correctly for your organisation's needs and gives you confidence when supporting your staff.
Help for resolving issues users are having after being upgraded
We have put together guidance to help you resolve any issues users might report having after your organisation has been upgraded.
Users cannot access IRIS ParentMail
If a user reports they cannot access IRIS ParentMail, check the following:
- They are listed as a staff member.
- They are using the new sign in page at https://portal.parentmail.co.uk/auth/login.
Users cannot access areas or features they could in the old version
If a users reports they cannot access areas of the system, information, or features they could in the old version, check the permissions for their assigned role.
- Find the user's account and check the ROLES applied.
- To check the permissions applied for that role, go to Roles & Permissions.
- Find the role in Custom Roles, then to view the permissions set, select Edit. To learn more about editing roles, go to Edit Permissions.
- If a different role needs to be assigned to the user with the permissions they need, on their account, select the relevant role.
We cannot find information or a certain feature
Some things have moved in the new version IRIS ParentMail. If users cannot find information they used previously, share the interactive demos that will help them learn where things are now.
New student, parent and carer, and staff member data is not available
New data for students, parents and carers, and staff members will not be available in IRIS ParentMail until a link to your Management Information System (MIS) is set up using IRIS Sync. If your organisation was previously set up with the MIS Autolink, the link to your MIS must be set up again using IRIS Sync.
If your organisation does not use an MIS, then you must add new student, parent and carer, and staff member records directly in IRIS ParentMail.
More Help and Support
If you have not been able to find the help you need on this page or in our Help Centre, then our Support Team can help. To contact them, select the Chat icon in the bottom right of the screen.
