Getting started: Administrators

Set up your school, people and classes.

1. 1 Welcome to School PortalWhat School Portal is, who uses it, and how the pieces fit together.
2. 2 Setting up your school: the first dayA checklist for Administrators: branding, email, people, classes and the school year.
3. 3 Branding: name, logo and colorsMake the portal look like your school.
4. 4 Setting up emailSend invitations, alerts and broadcasts from your school’s address.
5. 5 Roles and permissionsWhat Administrators, Staff, Teachers and Parents can each do, and how to change someone’s roles.
6. 6 Creating classes and assigning teachersSchool setup → All classes: classes, teachers, rosters, standards and colors.
7. 7 School years: setting up, publishing and starting a new yearPrepare next year as a draft, publish it to teachers, then start it to promote students and archive the old year.
8. 8 Adding a studentFront office → Students → Add a student, with parents, classes and an optional sign-in in one step.
9. 9 Turning on online payments (Stripe)Connect Stripe so families can pay by card or ACH.
10. 10 Privacy, FERPA and how access worksHow School Portal keeps student records to the right people.