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Platform & access

Users and school settings

User management, bulk import, school info, brandbook, grading scale, notifications, and data quality.

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

Platform administrators manage identity and school-wide configuration from /users and /settings. These screens affect every downstream module - configure them before rolling out fees, admissions, or exams.

User management flow

Screens

ScreenPathAdministrator actions
Users list/usersCreate, edit, deactivate, bulk import CSV
User detail/users/[id]Change role, reset access, view activity
Roles/rolesEdit permission templates per role
Role detail/roles/[id]Fine-grained capability toggles
School info/settings/school-infoLegal name, address, timezone, logo
Brandbook/settings/brandbookColors, fonts for /myschool and PDFs
Grading scale/settings/grading-scaleLetter grades and GPA mapping
Notifications/settings/notificationsSchool-wide notification defaults
Message templates/settings/message-templatesEmail templates for modules
Exam notifications/settings/exam-notificationsExam-specific email rules
Library settings/settings/libraryLoan period, fine rules, self-request
Data quality/settings/data-qualityOrphan students, missing emails
Email test/settings/email-testVerify SMTP before go-live
School selector/settings/school-selectorMulti-tenant switch for platform admin

Common questions

Quick answers in plain language.

What is role based access school software?+

User management, bulk import, school info, brandbook, grading scale, notifications, and data quality. This is a core topic in Platform & access on Schoolyi.

How do I set up users and school settings 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 users and settings?+

User management, bulk import, school info, brandbook, grading scale, notifications, and data quality.

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 users and school settings 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 users and settings in school management software, best role based access school software for K-12 schools, Schoolyi users and settings guide, school admin dashboard, multi campus school software, and academic year setup.