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Edurie gives you granular control over how your school workspace behaves. From your branding and contact details to who can approve grade submissions, everything is managed from the Settings area in the sidebar. This page covers the most important configuration tasks you will complete when setting up your school.

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School profile

Your school profile contains the information that appears across the platform — on the student portal, admission forms, invoices, and email communications. To update your school profile:
  1. Open Settings → General.
  2. Edit any of the following fields:
    FieldDescription
    School nameThe full, official name of your institution.
    LogoDisplayed on invoices, the admission portal, and student-facing pages. Upload a PNG or SVG for the best results.
    AddressYour institution’s physical address.
    Phone numberPrimary contact number for your school.
    Official emailThe school email shown to applicants and students.
  3. Click Save changes.
Your school slug — the short identifier in your workspace URL — cannot be changed after the workspace is created. If you need to change it, contact Edurie support.

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Team management

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Inviting users

Add every staff member who needs access to your Edurie workspace before you start day-to-day operations.
  1. Go to Settings → Team.
  2. Click Invite member.
  3. Enter the staff member’s email address.
  4. Select their role (see Role-based access below).
  5. Click Send invitation.
The invited person receives an email with a link to accept the invitation and log in (or create an account if they do not have one yet). Pending invitations appear in the team list with an Invited badge until they are accepted.

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Managing existing members

To change a team member’s role or remove them from the workspace:
  1. Go to Settings → Team and find the member in the list.
  2. Click the ⋯ menu next to their name.
  3. Select Change role to assign a different role, or Remove member to revoke their access.
Removing a member from your workspace immediately revokes their access. Their historical records (grade entries, application reviews, etc.) are retained — only their login access is removed.

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Role-based access

Edurie uses roles to control what each team member can see and do. Every role comes with a default permission set, and School Admins can fine-tune individual permissions when a default set does not quite fit.

School Admin

Full access to all modules, settings, team management, and approval workflows. Assign this role sparingly.

Registrar

Manages admission cycles, reviews applications, converts applicants to students, and maintains academic records.

Teacher

Accesses their own class rosters, enters grades in the gradebook, and submits grades for approval.

Finance

Manages fee structures, generates invoices, records payments, and views billing reports.

Student

Read-only access to their own enrolment, grades, billing statements, and school communications via the self-service portal.
If a staff member needs capabilities that span multiple default roles — for example, a registrar who also handles billing — assign them the higher-access role and restrict individual permissions as needed, rather than creating duplicate accounts.

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Approval workflows

Approval workflows enforce a review chain before sensitive changes take effect. Edurie uses workflows in two key areas of the grading module.

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Grade submissions

When a teacher finishes grading their class, they submit grades for approval rather than posting them directly to transcripts. The workflow ensures a registrar or administrator reviews the grades before they become official. How it works:
  1. The teacher completes the gradebook and clicks Submit grades.
  2. The submission enters a Pending state and appears in the approver’s queue.
  3. The approver reviews the submitted grades and either:
    • Approves — Edurie posts course outcomes to student transcripts and locks the gradebook.
    • Returns — The teacher is notified to make corrections and resubmit.

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Grade amendments

After grades are posted, a teacher may discover an error and request a grade amendment. Because the original grades are already on transcripts, amendments go through their own approval step. How it works:
  1. The teacher requests an amendment, specifying the corrected grade and reason.
  2. The amendment enters a Pending state.
  3. An approver reviews the amendment request and either approves or rejects it.
  4. On approval, Edurie updates the course outcome, recalculates the pass/fail verdict, and posts the amended remark to the transcript.

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Configuring approval workflows

  1. Open Settings → Approvals.
  2. Select the workflow you want to configure (Grade Submissions or Grade Amendments).
  3. Define the approvers — choose one or more roles or specific team members who will receive approval requests.
  4. Set whether approval requires any one approver or all designated approvers to sign off.
  5. Click Save.
At least one approver must be assigned to each active workflow. If no approver is configured, grade submissions will remain in a pending state indefinitely.

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Settings tabs reference

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General settings

Found at Settings → General. Controls your school profile (name, logo, contact information) and platform-wide preferences such as timezone and date format.

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Admissions settings

Found at Settings → Admissions. Configure defaults that apply to every admission cycle your school creates:
  • Default document requirements — Document types that are pre-populated when you create a new admission cycle.
  • Application form fields — Add custom fields to the applicant form to collect school-specific information.
  • Conversion defaults — Settings that control what Edurie does automatically when an application is converted to a student (e.g. whether to auto-provision an institutional email when a Google Workspace integration is active).

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Frequently asked questions

Yes. You can assign the School Admin role to as many team members as your institution requires. We recommend having at least two School Admins so there is always a backup if one person is unavailable.
Removing a teacher does not affect any existing records. Their gradebook entries, grade submissions, and approval history are retained. The classes they were assigned to will simply show no active teacher until you assign a replacement.
Edurie’s roles come with default permission sets that cover the majority of use cases. School Admins can adjust individual permissions for a team member from Settings → Team. If you need a significantly different permission profile, consider creating a custom role or contacting Edurie support.
You can update approvers at any time in Settings → Approvals. Changes take effect immediately for all new submissions. Submissions that are already pending continue through the workflow with the approvers who were assigned when the submission was made.
An applicant’s Edurie account exists as soon as they sign up to submit an application. However, they do not have access to the student portal — enrolment details, grades, and billing — until their application is accepted and converted to a student record by your registrar.
Go to Settings → Integrations. From there you can connect your Google Workspace or Microsoft 365 tenant, configure SSO, and enable automatic institutional email provisioning. See the Integrations documentation for a full walkthrough.