Administrator guide

01

Sign in to the Admin portal

Use the Administrator credentials issued by the system owner.

1. 1

   Open the Admin portal.

2. 2

   Enter your username and password.

3. 3

   Select Remember me only on a trusted device.

4. 4

   Select Log in to open the dashboard.

02

Use the dashboard

The dashboard summarizes the active school year and current school activity.

1. 1

   Confirm the active School Year before opening records.

2. 2

   Review enrolled students, active classes, attendance days, daily attendance, and tardy arrivals.

3. 3

   Use the left navigation to open the module needed for your task.

03

Manage students

Create individual records or import an approved spreadsheet for larger groups.

1. 1

   Open Students & Staff, then Students.

2. 2

   Select Create for one student, complete the required identity and enrollment fields, then save.

3. 3

   For bulk records, select Import and use the approved spreadsheet template.

4. 4

   Use Search or Filters before viewing or editing an existing student.

5. 5

   Use Export or Export QR Codes only for an approved school process.

04

Manage teachers, staff, and accounts

Keep identity, assignment, account access, and active status aligned.

• Open Students & Staff > Teachers for teacher or adviser records.
• Use Students & Staff > Staff for non-teaching personnel when enabled.
• Assign the correct role, username, class or adviser information, and status.
• Verify a user’s identity before applying a password reset procedure.

05

Set up the academic year and curriculum

Academic context controls enrollment, class, grade, and attendance records.

1. 1

   Create or open a School Year and confirm its label, dates, and status.

2. 2

   Activate the correct year for day-to-day records.

3. 3

   Maintain grade levels, subjects, classes, advisers, schedules, and subject assignments.

4. 4

   For college use, maintain programs, courses, offerings, enrollments, and instructor assignments.

5. 5

   Search for an existing record before creating a new subject, class, or offering.

06

Review attendance and RFID

Attendance tools cover student and staff activity when their modules are enabled.

• Use Attendance dashboards to review daily and historical records.
• Use the RFID checker to verify a card assignment or investigate a scan issue.
• Confirm class start times so late and tardy status can be calculated correctly.
• Export staff attendance only for an authorized reporting process.

07

Payments, announcements, and settings

Administrative controls can affect every portal, so apply changes carefully.

• Maintain payment types and student payments only when Payments is enabled.
• Reconcile exported payment reports with official school records.
• For announcements, choose the intended audience and an expiry date when appropriate.
• Change one system setting at a time, save it, then verify the related portal.