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This guide walks you through everything you need to go from a brand-new Edurie account to an open admission cycle with enrolled students. Follow each step in order — later steps depend on the setup you complete in earlier ones.
Edurie is multi-tenant. Every school gets its own private workspace identified by a unique school slug (for example, greenwood-academy). Your workspace URL takes the form edurie.com/<your-slug>. All your data — students, records, billing — is isolated to your workspace and never visible to other schools.
1

Create your account

Go to edurie.com and create a new account. You can sign up using any of the following methods:
  1. Click Sign up on the Edurie homepage.
  2. Enter your name, work email address, and a strong password.
  3. Verify your email address by clicking the link Edurie sends to your inbox.
  4. Log in with your new credentials.
If your school already has an Edurie workspace and a colleague has invited you, open the invitation email and click Accept invitation instead of signing up from scratch.
2

Set up your school profile

After you log in for the first time, Edurie prompts you to create your school workspace.
  1. Enter your school name — this appears on all student-facing communications and documents.
  2. Choose a school slug — a short, URL-safe identifier (e.g. greenwood-academy). You cannot change this later, so pick something you are happy with.
  3. Upload your school logo. Edurie uses it on invoices, admission forms, and the student portal.
  4. Fill in your contact details: address, phone number, and official email.
  5. Click Create school to provision your workspace.
Keep your school slug lowercase and use hyphens instead of spaces. Once your workspace is created, staff and students will bookmark URLs that include the slug — a clear, recognisable slug avoids confusion.
3

Invite your team

Your school almost certainly has more than one person managing operations. Invite your colleagues before you start configuring anything so they can participate in the setup.
  1. Open Settings → Team in the sidebar.
  2. Click Invite member.
  3. Enter the invitee’s email address and select their role (see Role-based access for a full description of each role).
  4. Click Send invitation.
Repeat for every administrator, registrar, teacher, and finance staff member who needs access. Invited users receive an email with a link to accept and set up their login.
A user’s role determines which modules and actions they can access. You can always adjust a team member’s role later from Settings → Team.
4

Configure your academic structure

Before you can open an admission cycle, Edurie needs to know how your institution organises time and programmes.
  1. Go to Academics → Academic Years and click New academic year. Give it a name (e.g. 2024–2025) and set the start and end dates.
  2. Inside the academic year, add academic periods (terms, semesters, or quarters — whatever your school uses).
  3. Go to Academics → Programmes and create at least one programme (e.g. Bachelor of Science in Computer Science for higher ed, or Grade 7 for K-12).
  4. Optionally, define curricula and attach course offerings to the academic period so teachers have classes ready when students enrol.
For higher-ed institutions, programmes are the primary target of admission cycles. For K-12 schools, cycles typically target an academic level (grade level). Set up your programmes or levels before proceeding.
5

Open your first admission cycle

An admission cycle is the intake window that lets applicants submit applications to your school.
  1. Go to Admissions → Cycles and click New cycle.
  2. Enter a cycle name (e.g. AY 2024–2025 Freshmen Intake).
  3. Select the academic period this cycle feeds into.
  4. Choose whether the cycle targets an academic level (K-12) or a programme (higher ed).
  5. Optionally, set opens at and closes at dates to control the application window automatically.
  6. Add any required documents applicants must upload (e.g. birth certificate, transcript of records).
  7. Click Save, then change the cycle status to Open.
Once the cycle is open, applicants can find your school’s public admission page and start submitting applications.
Setting a cycle to Open immediately allows new applications. Make sure your document requirements and form fields are complete before you open the cycle — changes after applications start arriving may confuse applicants.
6

Enrol your first student

When an application comes in, your registrar reviews it and — if the applicant meets your criteria — converts it to a student record.
  1. Go to Admissions → Applications and open the submitted application.
  2. Review the applicant’s details and uploaded documents.
  3. If everything is in order, click Accept.
  4. Optionally, attach pre-enrolment classes so the student’s course enrolments are ready the moment you convert.
  5. Click Convert to student. Edurie creates the student record, provisions a tenant membership, and generates a student number.
  6. The student can now log in to the self-service portal to view their enrolment, classes, and billing.
If you have connected Google Workspace, Edurie can auto-provision an institutional email address for the student during conversion. Set up your integration in Settings → Integrations before you convert your first higher-ed student.

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What’s next?

Now that your school is live and your first student is enrolled, explore the rest of Edurie’s capabilities.

School Setup

Fine-tune your school profile, roles, approval workflows, and settings.

Admissions

Manage the full admission lifecycle from application to conversion.

Academic Management

Build out your full programme catalogue, curricula, and class sections.

Grading

Set up the gradebook and configure grade submission approvals.