Audience: School IT admin, operations head
Duration: ~2 hours
Prerequisites: Getting started guide
Learning objectives
- Manage users, roles, and teams
- Configure integrations
- Enable MFA and enterprise settings
- Use trust center for compliance exports
1. Users & roles
| Route | Purpose |
|---|---|
/school-panel/users |
Invite staff, assign roles |
/school-panel/roles |
Permission matrix (read-only for custom roles) |
/school-panel/teams |
Admission teams for lead routing |
Roles: school_admin, counselor, finance, etc. — assign them under /school-panel/roles. For admissions workflows, share the Counselor guide; for messaging connectors, see the Communications playbook.
2. Campuses & governance
Route: /school-panel/campuses, /school-panel/settings/governance
Multi-campus scope via X-Campus-Id. Franchise policies for groups.
3. Integrations
Route: /school-panel/integrations — see Integrations marketplace for install and health checks.
| Integration | Use |
|---|---|
| Omnichannel messaging | |
| Telephony | Twilio / MCube |
| Webhooks | Outbound events to your systems |
Route: /school-panel/webhooks — subscribe to lead/payment events.
4. Enterprise settings (Wave 11 + i18n)
Route: /school-panel/settings/enterprise
| Feature | Action |
|---|---|
| Branding | Logo and colors for comms |
| MFA | Require TOTP for admin users |
| UDISE | Fill profile → export for gov reporting |
| Locale | Default language — English, Hindi, or Gujarati (User.preferredLocale) |
Staff can also switch language from the LocaleSwitcher in the ERP header. CRM and ERP page titles follow the selected locale; many page bodies are still English while i18n rollout continues — see SKOLZO_CAPABILITY_MATRIX.md.
MFA setup: user scans QR in profile → login challenges on next sign-in.
5. Trust center
Route: /school-panel/trust-center
- Audit log export
- Data retention settings
- Consent records
6. API keys & usage
Route: /school-panel/api-keys, /school-panel/usage
For custom integrations — rotate keys periodically. Skolzo subscription billing and seat meters are covered in Plans, billing & usage. Approval queues for sensitive actions: Approvals & workflows.
Practice exercise
- Invite a test user with counselor role only.
- Connect mock telephony integration in demo.
- Enable MFA on your account and verify login challenge.
- Export audit log sample from trust center.
FAQ
Parent logged into CRM? — Parent accounts must use skolzo.com; block from staff apps is intentional.
Troubleshooting
Integration webhook failing — Check API keys in /school-panel/integrations and that your server allows Skolzo callback URLs.
Go deeper: Counselor integrations section · Getting started