Platform administrator guide

Full responsibilities for Platform Admin and school leadership: setup, users, roles, settings, and go-live.

Getting started guide for day and boarding schools.

Last updated July 24, 2026

Platform administrators own the school tenant end to end. They configure the academic spine, manage users and roles, oversee module rollout, and validate production readiness before staff and families use the system daily.

Who qualifies as platform administrator

Platform Admin role - full access across all modules and settings
Principal and Vice Principal - leadership access to most admin modules
Support Staff - IT - user management, settings, and technical configuration
Multi-school operators - use /settings/school-selector to switch tenants

First-week responsibilities

Platform admin setup flow - complete in order before inviting staff.

Task	Screen	Why it matters
Set school identity	/settings/school-info	Name, logo, timezone on receipts and portals
Configure brand	/settings/brandbook	Public /myschool site and PDF branding
Create academic year	/academic-year	All modules scope to active year
Sync calendar	/academic-calendar, /holiday-master	Attendance and fees respect working days
Define classes	/classes, /subjects	Roster, timetable, and fees need structure
Seed or import users	/users, /school-staff	Staff accounts before timetable assignment
Test email	/settings/email-test	Required before fee receipts and admission mail
Review roles	/roles	Principle of least privilege per department

Ongoing administration

User lifecycle - create, deactivate, and bulk-import staff, students, and parents at /users
Role templates - customize permissions at /roles; never share admin credentials
Academic rollover - end-of-year promotion and new year at /academic-year/rollover
Data quality - /settings/data-quality surfaces orphan links and missing fields
Activity log - /activity-log for audit; export CSV, Excel, or SIEM NDJSON for log pipelines
Reports catalog - /reports includes finance, ops (timetable, workload, transport boarding), and admissions funnel exports
PWA shell - parents and drivers can install the app; /offline shows when the network is unavailable
Production seed guard - /settings/seed requires confirmation on production hosts
Grading scale - /settings/grading-scale before report cards and exam results
Message templates - /settings/message-templates for fee, admission, and exam emails

Common questions

Quick answers in plain language.

What is school software onboarding?+

Full responsibilities for Platform Admin and school leadership: setup, users, roles, settings, and go-live. This is a core topic in Getting started on Schoolyi.

How do I set up platform administrator guide 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 administrator?+

Full responsibilities for Platform Admin and school leadership: setup, users, roles, settings, and go-live.

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 administrator guide 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.