Onboarding Guide

Step-by-Step Onboarding Process

• Create an account and input your institution's basic details.
• Customize modules based on your operational needs.
• Add staff, student, and parent accounts.
• Set up your institution's branding, including logo and custom domain.
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Importing Existing Data

Use our import tools to upload bulk data, including student records, employee details, and historical financial data. Formats supported: CSV, Excel, and JSON.

User Roles and Permissions Setup

Define roles such as Admin, Teacher, Accountant, and assign permissions to ensure secure and efficient access.