Campus administrator ​

The admin role runs a campus's enrollment, teaching, finance, and enabled services. Check the working campus before every operational task. The installation template grants broad campus permissions. It does not grant platform, organization, or restricted-data access.

Prepare access and the academic cycle ​

1. Activate your account and verify active membership in the campus.
2. Open Setup → School settings and review campus settings, terminology, and time zone.
3. Review feature switches.
4. Open Setup → Academic years and create and publish the academic calendar.
5. Prepare levels and active sections under Setup.
6. In the working bar, select the working year and an open term.
7. Prepare subjects, offerings, and teacher assignments under Teaching.

The dashboard shows the setup progress, for example "School setup is complete". Campus labels can differ. The demo campus shows Classes, Sections, and Subjects being taught. Use the worked exercise to verify the first usable cycle. Section copying and offering copying keep the structure. They do not promote learners.

Admit learners and give family access ​

1. Follow student admission under People → Students for each eligible learner.
2. Check the saved enrollment, admission number, and placement.
3. Use the admissions waitlist for full sections with capacity limits.
4. Create guardian accounts under People → Parents and link the intended learners.
5. Review invitations when activation fails.
6. Verify published family records with the guardian's own test account.

Use placement and status controls to change enrollment. Do not duplicate identities. Use People → Campus moves and campus move requests for another campus in the same organization. Use promotion and graduation for the corresponding progression operation.

Delegate staff duties ​

Open Operations → Roles and follow role assignment instructions. The Roles page lists each role, its permission count, and how many people hold it. Use the teacher, accountant, and librarian guides for those templates. Use delegated responsibilities for admissions, reviews, HR, care, and other duties. Check every permission with the target account after assignment. Assign a teacher to their offering separately from giving them the teacher role.

The admin template does not include every restricted permission. It omits read safeguarding case, read confidential support plan, read health record, and update health record. Health records is absent from the sidebar, and its address shows "Not open to you". It also omits the explicit data-sharing permissions, so Record sharing is absent. It omits read school and organization permissions. Organization → Schools and Organizations are absent. Assigned-handler or creator visibility still applies to certain confidential records. Obtain the required authorized scope when the job includes those duties. A role can carry only permissions that you already hold.

Review and finish academic work ​

The same administrator cannot approve their own result submission. A completed document stays fixed until a new revision is issued.

Review finance and campus services ​

Prepare open financial periods before invoice and payment posting. Delegate collections and reconciliation using accountant instructions. Review refunds, debt relief, budgets, and period closure through their authorized workflows. Academic closure and financial closure are separate decisions.

Find these services under Operations:

• Notices, calendar events, and family requests.
• Staff under Staff → Staff directory and Staff → Staff leave.
• Cases, and support plans under Student support → Support plans.
• Enabled boarding, library, and facilities.
• Checked imports. Apply them only after you review valid and invalid rows.
• Reports for authorized exports.

Manage groups and programmes and graduation plans under People.

Use the platform administrator for platform scope and the organization administrator for organization scope.

Coordinate daily checks, staff access review, and academic handover.