Getting started
Platform admin troubleshooting
Diagnose SMTP, payments, calendar, RBAC, PWA/offline, and deploy issues.
This getting started guide covers school software onboarding for K-12 day schools. Whether you are evaluating cloud school management software or configuring Schoolyi after go-live, you will find practical steps for school ERP go live checklist, migrate from Excel to school ERP - written for administrators and staff, not developers.
Last updated July 24, 2026
| Symptom | Diagnosis | Fix |
|---|---|---|
| No emails send | SMTP env / email test | /settings/email-test; verify SMTP_* in .env |
| 401 on API after login | Session / NEXTAUTH_URL | URL must match browser origin exactly |
| Attendance wrong denominator | Calendar not synced | Add holiday → sync academic calendar |
| Teacher sees empty nav | Role permissions | /roles - compare to Teacher template |
| Fees cron silent | Cron not scheduled | Run scripts/run-school-cron.sh; set FEES_CRON_SECRET |
| Online pay 500 | Gateway env | Check FEES_ONLINE_PAYMENT_MODE and Razorpay keys |
| Migrate failed on deploy | DB drift | Restore backup; fix migration; redeploy |
| User locked out | isActive false | Reactivate at user or staff profile |
| Parents stuck on /offline | No network or SW cache | Reconnect; refresh; confirm service worker and manifest deploy |
| Boarding emails missing | SMTP or preferences | Email test; transport_boarding channel; parent email on file |
Useful admin screens
- /activity-log - who changed what; export CSV, Excel, or SIEM NDJSON.
- /reports - expanded catalog (finance registers, timetable utilization, teacher workload, transport boarding, admissions funnel, and more).
- /settings/data-quality - orphan records.
- /offline - static page shown when the PWA cannot reach the network (families and drivers).
- /settings/seed - never full seed on production without confirmation.
Common questions
Quick answers in plain language.
What is school software onboarding?+
Diagnose SMTP, payments, calendar, RBAC, PWA/offline, and deploy issues. This is a core topic in Getting started on Schoolyi.
How do I set up platform admin troubleshooting in school management software?+
Follow the steps in this guide during persona playbooks, handbooks, workflows, and go-live checklists. Start with getting-started docs if you are new to Schoolyi, then apply the workflows here for your school year.
How does Schoolyi handle platform admin troubleshooting?+
Diagnose SMTP, payments, calendar, RBAC, PWA/offline, and deploy issues.
Is there a school software onboarding guide for school administrators?+
Yes. This article is part of the public Getting started documentation at /docs - written for administrators, operators, and IT teams.
Who manages platform admin troubleshooting at a typical K-12 school?+
Usually getting started and front-office staff responsible for school software onboarding. Teachers and finance may have scoped access depending on your role configuration.
Does Schoolyi support school ERP go live checklist?+
Yes. Schoolyi is a cloud school management system (SMS) with connected modules on one student roster and academic calendar. See related guides below or contact us for a demo focused on school software onboarding.
Related topics and buyer guides
Related searches
School leaders and IT teams often search for: how to platform admin troubleshooting in school management software, best school software onboarding for K-12 schools, Schoolyi platform admin troubleshooting guide, school ERP go live checklist, migrate from Excel to school ERP, and school software training guide.
More in this section
- Product overview
What Schoolyi is, who it serves, and how modules connect on one academic calendar and role model.
- Initial setup
Step-by-step rollout order for a new school: academic spine first, then people, then operations.
- Platform administrator guide
Full responsibilities for Platform Admin and school leadership: setup, users, roles, settings, and go-live.
- School operator guide
Day-to-day workflows for office staff: admissions, fees, attendance support, library, transport, and back-office.
School software terms
school management system (SMS) · student information system (SIS) · school ERP · parent portal · full glossary · Ask Schoolyi
