Chapter 02
Set up the organization and school data
Configure identity, learning cycles, people, classes, and teaching assignments in a safe order.
Available to: Organization owner, Organization admin
Organization foundations
Base configuration controls dates, schedules, grading, and operational boundaries.
- 1
Complete Settings
Set the organization name, school timezone, locale, and policies. Attendance and lesson planning are validated against the organization's local date.
- 2
Create an active learning cycle
A learning cycle defines the academic range. Create it before classes, timetables, assessment periods, and grade finalization so records stay in the correct range.
Staff, teachers, and students
Use organization records as the identity source and avoid duplicate accounts for the same person.
- 1
Invite staff by responsibility
Owners manage Staff and admin permissions. Teachers holds teacher accounts and teaching assignments. Grant only the access required for their job.
- 2
Create students and account links
Students stores academic records. Learner credentials and parent-child links are separate, allowing a parent to view a child without management rights.
Classes and subjects
A class connects its roster, homeroom, cycle, subjects, timetable, and announcements.
- 1
Create the class and roster
Set code, learning cycle, capacity, homeroom, and students. A learner may have multiple class memberships; parent views read every active membership.
- 2
Assign subject offerings
Connect a subject to a class and teacher. This offering drives timetable, lesson records, assignments, exams, attendance, and progress.