Organization administrator
The organization-admin role manages a specific organization and its campuses. Its authority also requires active membership in that organization. Campus operational duties require separate campus access.
Check your scope
Open Organization → Organizations and select the intended organization. The organization page links to Organization overview, Members, Web addresses, Billing groups, Shared residences, Calendar templates, and Organization settings. It also lists the Campuses and shows Add campus when you can manage campuses.
Ask the person who granted your scope to confirm its allowed operations. On the Members page, Full authority means every organization permission, including future ones. Delegated means that the operations are limited to the selected permissions.
| Organization permission | Task |
|---|---|
read organization | Open the organization and its campus list. |
manage organization | Change settings, web addresses, and calendar templates. |
manage organization members | Give or remove organization scope and change member permissions. |
manage organization campuses | Add a campus, edit its details, and manage its academic years. |
move students between campuses | Move a learner to another campus without waiting for destination approval. |
read organization reports | Read the campus, enrollment, and staff totals. |
The global role and active organization membership must both grant the operation. The template does not grant the platform's organization-creation authority. Ask a platform administrator to create a new organization when required.
Manage members and campuses
- Open the organization's Members page.
- Under Give organization scope, enter the known person's email and select Give scope.
- Select Permissions for the member and select the intended organization duties.
- Select Save permissions.
- Ask the person to verify the assigned organization operations.
You can give only the permissions that you hold. Use Remove scope and Confirm removal when organization authority must end. Removed members appear under Past administrators. Organization scope opens the organization screens only. Existing campus memberships remain separate. Follow campus creation and setup to prepare a campus. Assign its operational administrator through the authorized campus access process.
Coordinate calendars and teaching setup
Open Organization → Calendar templates and select Add template to prepare a shared calendar structure. Follow calendar templates and cycles for template fields and generated drafts. On a template's campus page, under Draft a campus school year, select the Campus and School year starts on. Then select Draft the school year. The school year starts as a draft. Ask the campus administrator to review dates, sections, and offerings before publication. A generated calendar or copied structure does not place learners or publish grades.
Review domains, billing groups, and moves
Use Web addresses and follow domain verification for claims and DNS proof. Arrange HTTPS and server routing with the operator. Use Billing groups and billing group instructions to configure intended balance sharing. Review both campuses before you change group membership. Use campus move instructions for an actual learner move. Direct move authority does not grant unrestricted access to restricted source records. Follow record sharing when the destination needs those records.
Review the organization overview
Open Organization overview and review Campus health and the totals available to your scope. The overview shows totals only. It does not read student, staff, or campus records. Select Refresh to update the overview information. Use campus reports only after you obtain the applicable campus membership and data permissions. Ask the campus administrator to investigate incomplete teaching, enrollment, or finance records.
| Problem | Action |
|---|---|
| Organization is absent | Check active organization membership and global role assignment. |
| Member or campus controls are absent | Review the delegated organization permission list. |
| Campus operations are unavailable | Obtain separate active campus membership and the required campus role. |
| Domain verification fails | Review the exact TXT hostname and token with the DNS operator. |
| Internal move leaves finance in the source campus | Check the two campuses' billing-group membership. |
See campus administrator instructions for the tasks performed inside a campus.