Steps for setting up an institution for the first time

The administrator is the highest-level user and can access every module, create accounts and assign privileges. This article shows the recommended order for setting up your institution for the first time.

Step 1: Log in

Log in with the admin credentials provided by the myschool team. We recommend changing the password on your first login.

Step 2: Core settings

Complete these settings in order:

1. General settings: institution basics and logo. Read more
2. Academic year: create the year period (e.g. 2026–2027). Read more
3. Custom words: define terms like “Class” or “Section”. Read more
4. Manage courses/batches: build the academic structure for your institution.
5. Student categories: e.g. “Staff child”. Read more
6. Manage subjects: used for exams and timetables. Read more
7. Admission additional details: custom fields on the student profile. Read more
8. Student roll numbers: separate from admission numbers.
9. Document categories: certificates, birth records, etc. Read more
10. Feature access settings: what parents can see. Read more

Step 3: Student admission

The system supports several admission methods, including individual admission, bulk CSV import and admission through applicant registration.

Step 4: Human resources setup

Configure the staff structure:

• Employee categories and positions
• Departments and grades
• Working days and leave settings
• Bank details and payroll modes

Core module configuration