Getting started
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
| 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
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