Setup
Where school administrators describe the school (profile, campuses, rooms, houses), decide who can sign in and what they can do, review the change history, import people from a file and set notification and policy options.
55 guides in Setup
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How do I…Short answers, one task each
Change the school name or logoUpdate the name and logo that show on receipts, letters and report cards.Change the school address and phoneUpdate the email, address and phone number parents see.Add a campusAdd a new site of your school.Edit a campusChange a campus name, short name or contact details.Switch off a campusRetire a campus without deleting anything.Delete a campusRemove a campus that has nothing in it.Why can't I delete a campusKnow what blocks a campus from being deleted.Add a buildingAdd a building to a campus.Add a roomAdd a classroom, lab or hall so the timetable can use it.Edit or switch off a roomChange a room, or mark it as not in use.Why can't I delete a buildingA building with rooms in it cannot be deleted.Add a houseAdd a house (team) that students can join.Edit a houseChange a house name, colour or description.Why can't I delete a houseA house with students in it cannot be deleted.See campus transfer requestsSee which transfers are waiting and which were decided.Add a userGive a person a login.Change a user's roleChange what a person is allowed to do.Reset someone's passwordGive a person a new temporary password.Switch a user offStop a person from signing in without deleting them.Why can't I switch a user offRules that keep the school from losing its last admin.Why can't I give someone a roleYou can only give a role that has permissions you hold yourself.Add a custom roleMake a new role such as Accountant.Change what a role can doTick or untick permissions for a role.Delete a custom roleRemove a role nobody uses.What do Locked, System and Custom meanUnderstand the badges on each role card.What do the permission groups meanA short guide to every group of tick boxes on a role.Let a role collect feesTick the fees permissions for a bursar or accountant.Let a role add or edit peopleTick the people permissions for office staff.Let a role mark attendance or enter resultsTick the attendance and results permissions.Let someone manage school setupGive a person the key permission for Setup.Find who changed somethingLook up who did a change, and when.See how much changed in the last weeksRead the activity charts.Download a setup reportDownload the users or campuses list as Excel, PDF or CSV.See how messages and notifications are set upCheck reply targets, SMS providers and recent notifications.Add a policyPublish a school rule or handbook for parents, students or staff.Edit or delete a policyFix a policy or remove an old one.Import students or teachers from a fileAdd many people at once from a CSV file.Fix a problem with an import fileUnderstand why rows are skipped and how to fix them.Follow the setup checklistUse the Checklist card on Home to set up a new school in order.
Step-by-step guidesBigger jobs that use several pages
Pages and featuresEverything on each page, explained
School profileThe name, logo and contact details of your school.CampusesThe sites of your school, each with its own classes, students and rooms.Rooms & buildingsBuildings on each campus and the rooms inside them.HousesThe colour teams students belong to for inter-house competition.Campus transfersA read-only list of students who are moving between campuses.Users & loginsEveryone who can sign in to your school, with their role and campus.Roles & accessWhat each role is allowed to do, and how to make your own roles.Who changed whatA searchable history of changes made in your school.ChartsA quick picture of recent changes in your school's settings.ReportsDownload lists of users and campuses.Notification settingsSee the inbox categories, SMS gateways and recent notifications of your school.PoliciesPublish school policy documents for the people who need to read them.Import from a fileAdd many students or teachers at once from a spreadsheet saved as CSV.