Portal Planning and Management FAQ

What is the URL for the mobile portal?

As of July 12, 2021, this "Learn Veracross" site has been deprecated.  It will remain live at least through October 1, 2021, but will no longer be updated. Q&A articles are only visible to authenticated users in the Veracross Community; please speak with your implementation or account manager for additional information.


The Mobile Portal web application provides an alternative workflow for schools who want simple, mobile-optimized functionality for parents, teachers or students.

Mobile Portal
login screen

The URL for the mobile portal is:

m.veracross.com/{school_short_name}

You can read more about the Mobile Portal here.

How do I update the school year on a portal record?

As of July 12, 2021, this "Learn Veracross" site has been deprecated.  It will remain live at least through October 1, 2021, but will no longer be updated. Q&A articles are only visible to authenticated users in the Veracross Community; please speak with your implementation or account manager for additional information.


Rolling the portal year forward is an important part of changing the school year and testing your portal configuration. To adjust the portal year on an individual portal record, perform the following steps:

The "Roll School Year Forward/Back" procedures in the action menu of the Faculty Upper School portal record.

  1. Navigate to the portal record that you want to affect
  2. Click on the Action menu and select one of the procedures in the "School Year" category
    • the Roll School Year Forward procedure increments the portal year by one.
    • the Roll School Year Back procedure decrements the portal year by one.
  3. Refresh your browser to see the result.

You may also find the following articles useful:




What security role is needed to add and edit portal links?

As of July 12, 2021, this "Learn Veracross" site has been deprecated.  It will remain live at least through October 1, 2021, but will no longer be updated. Q&A articles are only visible to authenticated users in the Veracross Community; please speak with your implementation or account manager for additional information.


Portal links provide schools the ability to add links to the parent, student, and faculty portal. These links can be anything from external websites to internal reports. Portal Links enable schools to decide when, where, and with whom links are shared.

An example of a Portal Link detail screen.

Managing Portal Links can only be done by a select few security roles:

  • Create New Portal Links:  SysAdmin_1
  • Edit Existing Portal Links: Comm_ADMIN, Portals_ADMIN, and SysAdmin1

You may also find the following articles helpful:

How can we provide access to a staff/faculty member so they can adjust the 'Primary Portal' for our constituents?

As of July 12, 2021, this "Learn Veracross" site has been deprecated.  It will remain live at least through October 1, 2021, but will no longer be updated. Q&A articles are only visible to authenticated users in the Veracross Community; please speak with your implementation or account manager for additional information.



Access to adjust the 'Primary Portal' for any user requires one of two security roles:

  • SysAdmins
    • can make Primary Portal adjustments on the 'Enabled' tab of any of the active portal records
    • can adjust the Primary Portal through the Find User Accounts query on the System Homepage by navigating into a users 'Security Detail' page and updating the value in the Portal Membership tab
    • can access the Identity and Access Management homepage, which also provides a link to the Find User Accounts query
  • User_Account_Admin
    • can make Primary Portal adjustments on the 'Enabled' tab of any of the active portal records

If I check the "Enable Portal Schedules" flag on the Grade Levels query, does that display schedules on both the Student and Parent Portal?

As of July 12, 2021, this "Learn Veracross" site has been deprecated.  It will remain live at least through October 1, 2021, but will no longer be updated. Q&A articles are only visible to authenticated users in the Veracross Community; please speak with your implementation or account manager for additional information.




The Enable Portal Schedules flag on the Grade Levels query applies to both the Parent Portal and the Student Portal. Checking the box displays schedules in both portals.