School Admin — overview & checklist
Role: school_admin. You have full control of one school tenant: people, academics, fees, Approvals (checker), and Admin Settings.
Compared to others: Accountant runs the fee counter but cannot clear Approvals. Principal / VP lead academics without Account Section. See Who does what.
Your world (mind map)
Can vs cannot
| Area | School Admin | | --- | --- | | Employees / students CRUD | Yes | | Fee masters, coupons, print docs | Yes | | Collect fees & print receipts | Yes | | Approvals approve / reject | Yes (only checker) | | Income / Expense create, edit, delete | Yes (immediate ledger) | | Account Section | Yes | | Plan & Billing | Yes | | Share this login with fee counter | No — create an Accountant |
First-week checklist
- School profile — logo, address, session → Setup ·
/portal/admin/school - Print docs — A4 / 80mm receipt layout →
/portal/admin/print-docs - Classes & sections → Classes
- Fee structure — heads, class fees, exams, coupons → Fee structure
- Employees — teachers / accountant → Employees
- Enroll students (+ parents) → Students
- Collect first fees → Fee collect
- Learn Approvals before offering discounts → Approvals
Daily / weekly loop
| Cadence | Open | Route |
| --- | --- | --- |
| Daily | Dashboard | /portal/dashboard |
| Daily | Attendance | /portal/attendance |
| Daily | Collect fees + receipts | /portal/fees |
| Daily | Clear Approvals queue | /portal/approvals |
| As needed | Notices / SMS | /portal/messages |
| Term | Exams pipeline | Exams |
| Year end | Promote / passout | Academic year |
Sidebar map
- Dashboard, Attendance, Employees, Students, Classes
- Fees → Collect, Invoices, Class-wise, Reports, Approvals
- Account Section (dues, daily collection, ledgers, IE)
- Exams, Timetable, Online Class
- Messages, Announcements
- Academic Section
- Admin Settings, Plan & Billing
Full index: Admin settings map.