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Settings control how the school appears, who can do what, and how sensitive workflows are reviewed.

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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.

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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.

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Approval processes

Use approval processes when work needs review before it becomes official.
1

Choose the workflow

Decide what needs review, such as grade submissions or grade amendments.
2

Define steps

Add one or more review steps in the order they should happen.
3

Assign reviewers

Choose roles or users who can approve, reject, or return work at each step.
4

Test with a small case

Run one submission through the process before using it school-wide.

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Admissions settings

Use admissions settings for defaults such as document requirements, student number templates, and institutional email behavior.

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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.