Settings control how the school appears, who can do what, and how sensitive
workflows are reviewed.
School profile
Keep school name, contact details, address, logo, and related profile fields
current. These can appear on admission forms, invoices, student-facing pages, and
messages.
Roles and access
Roles decide which pages and actions a user can use. Assign the smallest role that
fits the user’s job. If someone needs mixed responsibilities, adjust access on that
account instead of creating duplicate accounts.
Approval processes
Use approval processes when work needs review before it becomes official.
Choose the workflow
Decide what needs review, such as grade submissions or grade amendments.
Define steps
Add one or more review steps in the order they should happen.
Assign reviewers
Choose roles or users who can approve, reject, or return work at each step.
Test with a small case
Run one submission through the process before using it school-wide.
Admissions settings
Use admissions settings for defaults such as document requirements, student number
templates, and institutional email behavior.
Activity logs
Use activity logs when you need to answer who changed a record, when a workflow
moved, or which admin performed an action.
Role, approval, and admissions-setting changes can affect many users. Review the
change before saving, especially during an active admission or grading period.
