For:Admin
A first-login checklist that takes a brand-new school from empty workspace to a running term with staff, classes, and students.
Before you start
- You've signed in for the first time using your invite link, or you're the founding admin who created the school.
- You have a list of staff to invite (with their email addresses), the academic year you'll be running, and the classes/streams the school offers.
Steps
- Go to Dashboard → Settings. On the General tab, confirm the active school in the School Context card and fill in School Profile (name, contact, logo). Click Edit, save, then exit edit mode.
- Switch to the Academic tab and find Initialize Study Year. Pick the year, choose Auto-initiate (fastest) or step through the custom flow, then click Save & Initiate Year to create your active term.
- Still on the Academic tab, open Departments & Classes. Define the departments (e.g. Primary, O-Level) and the class levels under each.
- Go to Dashboard → Streams and add a stream for every parallel class (e.g. P1 East, P1 West). Each stream should have a class teacher — see Assigning class teachers.
- Go to Dashboard → Team → Invitations and click into the Invite team member card. Send one invitation per staff member with the right role. See Inviting staff.
- Add your first students. The fastest path is Dashboard → Students → Create for one student at a time — see Adding a student.
- Enrol the students for the active term at Dashboard → Enrollment → Term Enrollment — see Term enrollment.
You can hand parts of this off as soon as you've invited people: Bursar for fees, Registrar for student admin, Headmaster for academics. They'll be able to log in the moment their invitation is accepted.