Admin / Owner handbook
As an Admin or Owner you have full access to configure and manage your institution.
Your first day
- Sign in and set up MFA
- Configure school structure
- Create sessions and terms
- Import students and staff
- Invite users and assign roles
Top 10 tasks
| # | Task | Where | How-to |
|---|---|---|---|
| 1 | Add a student | Students → New student | Add a student |
| 2 | Add a teacher | Teachers → New teacher | Add a teacher |
| 3 | Bulk import students or teachers | Bulk import | Import students · Import teachers |
| 4 | Run a billing cycle | Finance → Billing run | Run billing |
| 5 | Approve and publish results | Assessment → Results | Approve results |
| 6 | Send a messaging campaign | Messaging → Campaigns | Send a campaign |
| 7 | Run a payroll cycle | Operations → Payroll | Run payroll |
| 8 | Run a platform report | Platform → Reports | Run a report |
| 9 | Invite a user and assign a role | Users → Invite | Invite a user |
| 10 | View the audit log | Audit log | Audit log |
What you can do
| Module | Tasks |
|---|---|
| Students | Add, edit, withdraw, view overview |
| Teachers | Add, edit, change status, view overview |
| Admissions | Manage pipeline, enrol applicants |
| Bulk import | Import students and teachers from CSV |
| Courses | Create and manage courses and classes |
| Attendance | View and manage attendance records |
| Assessment | Manage grade scales, approve and publish results |
| Finance | Run billing, manage invoices, view reports |
| Welfare | Manage incidents, medical records, SEND plans |
| Operations | Library, transport, hostel, payroll, progression |
| Campus | Inventory, procurement, canteen, visitors, ID cards |
| Platform | MFA, integrations, reporting, webhooks, permission slips, surveys |
| Messaging | Campaigns, templates, channels |
| Users & roles | Invite users, assign roles, manage invites |
| Audit log | View all tenant activity |
Tier notes
- Primary / Secondary: Consent, parent portal and welfare are available. Year groups and forms are the class grouping.
- University: Credit registration, prerequisites, transcripts and degree audit replace report cards. Consent and parent portal are not available.