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Administrator Guide

Welcome to the LMS! This guide is your entry point as an administrator: it introduces your dashboard, the Admin Toolbox, and the main panels you’ll use. For deeper coverage of a feature, use the links in each section to the feature guides or the workflow guides and Troubleshooting.


🎯 Getting Started

First-time login

  1. Access the LMS — Go to your school’s LMS URL and click Sign In (or Login).
  2. Enter your email and password. You’ll be redirected to your school dashboard.
  3. If you don’t have an account, contact another school administrator or an Admin (Elevated) user.

Your dashboard and the Admin Toolbox

After you log in, you’re on the school dashboard for your school. Your main way to get to admin features is the Admin Toolbox:

  • Open the Toolbox — Use the toolbox icon (or menu) in the dashboard header to open the Admin Toolbox.
  • Tools in the Toolbox — The Toolbox shows your admin tools: Role Requests, User Management, School Settings, Reports & Analytics, and others. Each one is a shortcut to a full-page panel.
  • Panels — When you click a tool (e.g. User Management), the app opens that panel—a full page where you do the work. Think of the Toolbox as your hub; panels are where the detailed work happens.

The rest of this guide briefly describes each panel and points you to the right place for more detail (feature guides, workflows, or troubleshooting).


👥 User Management

In your Admin Toolbox, click User Management. The User Management panel lists everyone in your school. You can add users, edit profiles, assign roles (teacher, student, admin, guardian), and unlink users from the school. Role requests from users appear here (or in Role Requests); approve or deny them. Only Admin (Elevated) users can assign or remove the Admin (Elevated) role—see The Admin (Elevated) Role below. More: User Management.


📋 Role Requests

In your Admin Toolbox, click Role Requests. This panel shows pending invitations and role-join requests. Review and approve or deny them so users get the right access. More: Invitations & role requests.


In your Admin Toolbox, click Relation Links. Use this panel to manage guardian–student links: who can see which students’ progress and grades. Approve or manage linking requests so guardians only see the correct students. More: Relation Links.


📚 Course Management

In your Admin Toolbox, click Course Management. This panel gives you an overview of courses in your school: create courses, view enrollment, and manage course-level settings. Many of the same actions are available to teachers. More: Course Management. Step-by-step: Course Creation, Assignment Creation.


👨‍🎓 My Students

In your Admin Toolbox, click My Students. View student rosters and progress across courses. Useful for oversight and support; teachers use the same panel for their own courses.

For more: See the Teacher Guide section on student management and the Reports & Analytics panel for aggregate views.


📅 My Attendance Book

In your Admin Toolbox, click My Attendance Book. Manage attendance for the courses you’re responsible for (or have access to). Teachers use this panel for their classes. More: Attendance.


🏫 School Settings

In your Admin Toolbox, click School Settings. This panel holds your school’s identity (name, contact, branding), academic configuration (grade levels, terms, calendar), and policies. If you have the Admin (Elevated) role, you’ll also see the Billing tab—see The Admin (Elevated) Role. More: School Settings; billing: Admin (Elevated) Guide.


📊 Reports & Analytics

In your Admin Toolbox, click Reports & Analytics. This panel gives you reports and analytics for your school: student performance, course effectiveness, enrollment, and activity. Use it for oversight and planning. More: Reports & Analytics.


📢 Announcements

In your Admin Toolbox, click Announcements (or use the main nav). Create and manage school-wide and audience-specific announcements. Set priority and schedule as needed. More: Announcements.


🔐 The Admin (Elevated) Role

Some administrators have the Admin (Elevated) role in addition to the standard Administrator role. What’s specific to Elevated:

  • Billing and subscriptions — Only Admin (Elevated) users can access School Settings → Billing to manage the school’s subscription, payment methods, and invoices. In your Admin Toolbox, click School Settings; if you have the Elevated role, you’ll see the Billing tab.
  • Assigning the Elevated role — Only existing Admin (Elevated) users can assign or remove the Admin (Elevated) role for others in the school. All other user and role management is the same as for administrators (see User Management above).

For detailed steps on billing and Elevated-only tasks, see the Admin (Elevated) Guide.


⚙️ Profile & Settings and other nav

  • Profile & Settings — In your Admin Toolbox, click Profile & Settings to manage your own profile, password, and preferences.
  • Recent Activity — Click Recent Activity in the Toolbox to see recent activity in your school.
  • Messages, Calendar, Notifications, Help & Support — Available from the main navigation (not only the Toolbox). Use them for communication, scheduling, and getting help.

Common tasks (quick reference)

  • Add a user — In your Admin Toolbox, click User Management. Use the panel to add a user and assign a role.
  • Approve a role request — In your Admin Toolbox, click Role Requests. Review and approve or deny.
  • Create a course — In your Admin Toolbox, click Course Management. Use the panel to create a course, or follow the Course Creation Workflow.
  • Send an announcement — In your Admin Toolbox, click Announcements. Create and send from the panel.
  • Change school details or billing — In your Admin Toolbox, click School Settings. Edit identity and policies; if you’re Elevated, use the Billing tab for subscription and payments.

For step-by-step procedures, use the workflow guides and the feature guides when available.


🚨 Troubleshooting and getting help


Last Updated: 2026-03-09