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Use the school admin workspace to configure the school, manage records, and run official workflows. Start with setup records, then open admissions, enrollment, grading, and billing.

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First-time setup order

1

Complete school settings

Add school profile details, logo, admissions defaults, student number rules, and institutional email settings.
2

Invite staff and assign roles

Add users, employees, roles, and groups. Give each user only the access needed for their work.
3

Build academic foundations

Create academic years, terms, periods, levels, programs, curricula, courses, classes, and sections.
4

Open admissions

Create a cycle, add requirements and form fields, then open it for applicants.
5

Review and convert applicants

Verify documents, make decisions, prepare enrollment, and convert accepted applicants into students.
6

Run enrollment, grading, and billing

Place students into classes, submit grades for review, finalize invoices, and record payments.

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Main guides

Academic setup

Calendar, programs, curricula, courses, classes, sections, and schedules.

Admissions

Cycles, applications, documents, pre-enrollment, and conversion.

Enrollment

Period enrollment, class enrollment, swaps, drops, and overrides.

Grading

Grade setup, gradebooks, submissions, unlocks, and amendments.

Billing

Fee structures, draft invoices, payments, credit notes, and refunds.

Settings and audit

School profile, roles, approval processes, and activity logs.
If a page or action is missing, your role may not include that access. Ask a school admin to review your role instead of using another person’s account.