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Platform & access

School settings workflows

Brandbook, grading scale, library config, message templates, data quality, and seed.

This platform & access guide covers role based access school software 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 admin dashboard, multi campus school software - written for administrators and staff, not developers.

Last updated July 24, 2026

Setup workflow (before go-live)

SettingPathWhen to configure
School info/settings/school-infoDay 1 - name, address, timezone, logo
Brandbook/settings/brandbookBefore /myschool launch
Grading scale/settings/grading-scaleBefore first report cards or exam results
Library rules/settings/libraryBefore library circulation
Message templates/settings/message-templatesBefore fee/admission/exam emails
Exam notifications/settings/exam-notificationsBefore first exam session publish
Notification defaults/settings/notificationsSchool-wide channel baseline
Data quality/settings/data-qualityWeekly during rollout - fix orphans
Email test/settings/email-testGate before any outbound mail

Usage workflow

  • Run data quality scan after bulk imports - resolve missing emails and unlinked parents.
  • Update message templates when fee or admission wording changes - test with email test.
  • Adjust grading scale only between terms - changing mid-term affects report card consistency.
  • /settings/seed - development/demo only; production shows confirmation dialog.

Common questions

Quick answers in plain language.

What is role based access school software?+

Brandbook, grading scale, library config, message templates, data quality, and seed. This is a core topic in Platform & access on Schoolyi.

How do I set up school settings workflows in school management software?+

Follow the steps in this guide during roles, academic spine, and school settings. Start with getting-started docs if you are new to Schoolyi, then apply the workflows here for your school year.

How does Schoolyi handle school settings workflows?+

Brandbook, grading scale, library config, message templates, data quality, and seed.

Is there a role based access school software guide for school administrators?+

Yes. This article is part of the public Platform & access documentation at /docs - written for administrators, operators, and IT teams.

Who manages school settings workflows at a typical K-12 school?+

Usually platform & access and front-office staff responsible for role based access school software. Teachers and finance may have scoped access depending on your role configuration.

Does Schoolyi support school admin dashboard?+

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 role based access school software.

Related topics and buyer guides

Related searches

School leaders and IT teams often search for: how to school settings workflows in school management software, best role based access school software for K-12 schools, Schoolyi school settings workflows guide, school settings workflows step by step, school admin dashboard, multi campus school software, and academic year setup.