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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54 articles in this collection
Written by Ben Phenix, Courtney Single, Cheyenne Rohmann and 1 other
Admin Portal User Management

Admin Account Permissions Tutorial

Learn how to create Admin/User accounts and set access controls for each.
Courtney Single avatar
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.
Courtney Single avatar
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

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

Custom Fees & 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 History Report

This report is a log of all payments that have been made in the system, historically.
Ben Phenix avatar
Written by Ben Phenix
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.
Courtney Single avatar
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.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago

Making Form Payments in SchoolAdmin

Learn what payment gateways and payment methods are available for forms, and what the form payment experience looks like for parents.
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Written by Braxton Smallwood
Updated over a week ago

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 Ben Phenix
Updated over a week ago

Contract Fees

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

Contract Fee Rules

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

Setting up Payment Plans and Payment Schedules

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

Stripe Payments

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