Getting Started

First steps: logging in, setting up your institution, campuses, sessions, staff accounts and roles.

• Your first login and a tour of the dashboard

  Sign in as the administrator, find your way around the dashboard and side menu, and check which session and campus you are working in.

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• Setting up your institution profile

  Use Campus Settings to set your time zone, numbering, bank details, outgoing email, look and labels, then add the lists your admission forms use.

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• Adding campuses and academic sessions

  How campuses and branches are set up, how to create an academic session with its dates, and how to set the present session.

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• Adding staff users and setting their roles

  Add staff records with a department and designation, import many at once, and create team accounts for people who work in the admin panel.

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• Importing students from a spreadsheet

  Download the sample file, fill in one row per student, and import a whole class at once. Families are created or matched for you.

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• Choosing what each role can see

  Set module and screen access for each team user, from No Access to Full Access, and review or revoke what they already have.

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