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Configure your SchoolTenant — the workspace that holds your school's students, staff, and records. Most schools only do this once.

Before you start

  • You're the founding admin or hold the Admin role on an existing school.
  • You have the basics handy: school name, contact email, logo file, and a rough list of departments and class levels.

Steps

  1. Go to Dashboard → Settings.
  2. In the School Context card, confirm you're configuring the correct school. If you manage more than one, switch using the picker.
  3. In the School Profile card, click Edit. Fill in:
    • Name — appears on invoices, reports, and the sign-in page.
    • Contact — phone, email, address.
    • Logo — upload a PNG or JPG (square works best). Click Save Changes and the card returns to read-only.
  4. In Departments & Classes, click Edit to add departments (e.g. Nursery, Primary, O-Level, A-Level) and the class levels under each (e.g. Baby, P1, S1, S5). Nursery (Baby, Middle, Top) is always a single academic department. O-Level (S1–S4) and A-Level (S5–S6) are separate because they sit different national exams. Click Save Changes.
    • When Primary is selected during school creation, tick Use UNEB curriculum template to pre-load the core primary subjects (English, Mathematics, Science, Social Studies) and the PLE 1–9 grading scale. You can edit everything afterwards. See Primary grades, aggregates & divisions.
  5. In Operational policies, adjust any defaults you want changed (academic year layout, payment policies, etc.). If you run a nursery, the Nursery full / half day program split toggle lives here. It is off by default, and is finance-only:
    • Off — nursery is billed as a single group. You configure one Nursery fee structure and every nursery student bills to it. No program is asked for when admitting or enrolling.
    • On — each nursery student is tagged with a program (Full Day or Half Day), required when admitting/enrolling. Billing routes to the matching Full Nursery / Half Nursery fee structure, and any nursery student missing a program is flagged under the notification bell. Academically nursery stays one department either way — the program is only a billing tag.
  6. Also under Operational policies, the Parent portal toggle controls whether guardians of your active students can sign in to the portal at /portal. It is off by default. When on, a guardian signs in with a one-time code sent by SMS or email to the contact on the student's record; when off, no login codes are sent for your school. See Parent/guardian portal basics.

You can come back to Settings any time — most fields are editable, but some changes (like renaming class levels mid-term) affect existing data, so make those decisions before students are enrolled if you can.

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