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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40 articles in this collection
Written by Courtney Single and Ben Phenix
General Settings

Basic Setup

Learn about the features included in basic setup settings such as school name, number of contacts per page, and file upload limits.
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Written by Courtney Single
Updated over a week ago

Contact Information

The Contact Information page is where you can manage the contact details that display in the Parent Portal.
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Written by Courtney Single
Updated over a week ago

User Notifications

Learn how to receive notifications for reminders, form imports, checklist completion, candidates to review, and calendar registration.
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Written by Ben Phenix
Updated over a week ago

Grades

Learn how to manage grade advancement, what grades you collect applications for and and which ones you auto-waitlist.
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Written by Courtney Single
Updated over a week ago

Activities

Learn how to add, edit, and delete the activity types that are set within the student record.
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Written by Courtney Single
Updated over a week ago

List Page Configuration

Learn how to add custom columns to your lottery results and to your financial line items report.
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Written by Courtney Single
Updated over a week ago

Terms Settings: Create new years, update years on forms and set a new default reporting year.

The Terms Setting page allows you to set the default year for reporting & customize what terms are available on Inquiry & Application forms.
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Written by Courtney Single
Updated over a week ago

File Management

Learn how to store image or video files within SchoolAdmin to use in communication templates, or upload documents to link in checklists.
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Written by Courtney Single
Updated over a week ago