School Admin — overview & checklist
Role: school_admin. You have full control of one school: people, academics, fees, Approvals (checker), Account Section, and Admin Settings.
Give this guide to the school owner / office head. Staff training start: Web portal guide.
Your world
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 (buttons & paths)
| Step | Sidebar | Button / action | | --- | --- | --- | | 1. School profile + logo | Admin Settings → Manage School | Save profile | | 2. Receipt layouts | Admin Settings → Print Doc Settings | Save A4 / 80mm | | 3. Classes & sections | Classes & Sections or Admin → Manage Classes | Create Class / Create Section | | 4. Fee structure | Admin Settings → Manage Class Fee (+ Coupons) | Save heads / amounts | | 5. Subjects & bell (timetable) | Admin → Subjects / Class Sub. / Bell System | Save | | 6. Employees | Employees → Add Employee | Multi-step Save; create Accountant | | 7. Assign menus (optional) | Edit employee → menu permissions | Tick Collect fee, etc. | | 8. Enroll students | Students → Students Lists | Add Student / Bulk | | 9. First fee collect | Students → Student Fees | Collect Fees | | 10. Learn Approvals | Approvals | Approve sample discount |
Deep pages: Setup · Employees · Students · Fee structure · Account Section
Daily / weekly loop
| When | Sidebar | What to click | | --- | --- | --- | | Daily | Dashboard | Scan tiles for absences / dues | | Daily | Attendance → Manual | Submit Attendance (or review teacher marks) | | Daily | Students → Student Fees | Collect Fees | | Daily | Account Section → Due Fee Record | Check unpaid / PYD | | Daily | Approvals | Approve / Reject pending | | As needed | Messages Section → Send | Send class alerts | | Term | Exams Section | Schedule → seating → admit → marks → print | | Year end | Academic Section → Promote | Select → Submit |
Full sidebar
See the complete list with routes: Sidebar by role — School Admin.
Quick list: Dashboard · Students · Employees · Classes · Timetable · Attendance · Online Class · Enquiries · Messages · Exams · Academic · Account Section · Invoices · Plan & Billing · Approvals · Announcements · Leave · Complaints · Downloads · Admin Settings · Help · Profile.
Common “where is the button?”
| Task | Where | | --- | --- | | Add student | Students Lists → top Add Student | | Collect fee from list | Student row → Pay fee or Student Fees → Collect Fees | | Due fee PDF | Account Section → Due Fee Record → PDF | | Approve discount | Approvals → Approve | | Pay salary | Employees → Pay Salary → open staff → pay month | | Change receipt header | Admin Settings → Print Doc Settings | | Promote class | Academic Section → Promote Students → Submit |