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Documentation

Set up SchoolPora in the right order

These concise guides follow the dependencies in the product, so each record is ready before staff start transacting.

01

1. Create the institution structure

Add the organisation, schools and branches. Choose the profile that controls terms such as subjects, programmes or courses.

  • ✓Configure country, currency and time zone
  • ✓Assign users to the correct school and branch
  • ✓Review administrator OTP settings
02

2. Configure academics

Create the academic year and its terms or semesters, then departments, programmes, classes, courses, batches and intakes as required.

  • ✓Publish the active academic period
  • ✓Map teachers or lecturers
  • ✓Import learners after structures exist
03

3. Set up fees and opening data

Build fee schedules, invoice learners, confirm opening balances and connect the payment channel before sending notices.

  • ✓Test one invoice and receipt
  • ✓Review enforcement rules
  • ✓Reconcile a sample SchoolPay transaction
04

4. Open staff and family access

Issue portal accounts only after learner, guardian and faculty links are checked. Explain password and OTP recovery during training.

  • ✓Send invitations in controlled batches
  • ✓Check role permissions
  • ✓Record the go-live date

Put these workflows into a private workspace.

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