System & Settings

Customize your site so you can make improvements and adjust to changes in your process to suit your unique needs.

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48 articles in this collection
Written by Courtney Single, Cheyenne Rohmann, Jessica Yates and 1 other
Admin Portal Account Management

Admin Account Permissions Video Tutorial

Learn how to create Admin/User accounts and set access controls for each.
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Written by Courtney Single
Updated over a week ago

Google G-Suite Single Sign-On (SSO)

Learn how to setup Google G-Suite Sign-On (SSO) for Admin log-ins!
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Written by Courtney Single
Updated over a week ago

Admin Portal Accounts: Setup & Roles

Learn how to set up Admin Portal Accounts and what the different role types provide access to in the SchoolAdmin system.
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Written by Courtney Single
Updated over a week ago

Admin Portal Accounts: Permission & Access Controls

Learn about the different permissions and access controls that your admins or users can have in the SchoolAdmin system.
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Written by Cheyenne Rohmann
Updated over a week ago

Admissions Permissions

Learn more about Admissions permissions in the SchoolAdmin system.
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Written by Cheyenne Rohmann
Updated over a week ago

Enrollment Permissions

Learn more about Enrollment permissions in the SchoolAdmin system.
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Written by Cheyenne Rohmann
Updated over a week ago

Scheduling Permissions

Learn more about Scheduling permissions in the SchoolAdmin system.
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Written by Cheyenne Rohmann
Updated over a week ago

Medical Permissions

Learn more about Medical permissions in the SchoolAdmin system.
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Written by Cheyenne Rohmann
Updated over a week ago

Secure Permissions

Learn more about Secure permissions in the SchoolAdmin system.
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Written by Cheyenne Rohmann
Updated over a week ago

Financial Permissions

Learn more about Financial permissions in the SchoolAdmin system.
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Written by Cheyenne Rohmann
Updated over a week ago

Data Permissions

Learn more about Data permissions in the SchoolAdmin system.
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Written by Cheyenne Rohmann
Updated over a week ago

Reader Permissions

Learn more about Reader permissions in the SchoolAdmin system.
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Written by Cheyenne Rohmann
Updated over a week ago
Financial Settings

Payment History Report

This report is a log of all payments that have been made in the system, historically.
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Written by Jessica Yates
Updated over a week ago

Financial Line Items Report

Learn how to view and export a log of all financial line items you can expect to be paid.
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Written by Courtney Single
Updated over a week ago

Application Fee Setup & Waiver Codes

Learn about how to turn the Application Fee on or off, set fee amounts and payment methods, and configure waiver codes.
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Written by Courtney Single
Updated this week

Deposit Setup

This settings page allows you to turn your deposit on and off and choose the methods of accepted payment.
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Written by Jessica Yates
Updated over a week ago

Contract Fees

Learn how to rename, update amounts and amount types that appear on contracts.
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Written by Jessica Yates
Updated over a week ago

Contract Fee Rules

View the business rules that are setup for your contract fees.
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Written by Courtney Single
Updated over a week ago

Custom Form Fee Management

Learn about how to collect fees on adhoc forms in SchoolAdmin.
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Written by Cheyenne Rohmann
Updated over a week ago

Payment Plans & Payment Schedules

How to create and manage payment plans and payment schedules that appear on contracts.
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Written by Jessica Yates
Updated over a week ago

Convenience Fees

Learn about how Convenience Fees work in SchoolAdmin when passing the fee to the parent.
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Written by Cheyenne Rohmann
Updated over a week ago

Stripe Payments

Learn how payments are handled with Stripe, payment rates, and how it works with SchoolAdmin Billing.
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Written by Jessica Yates
Updated over a week ago