Quickstart

This guide walks you through everything you need to go from a brand-new Edurie account to an open admission cycle with enrolled students. Follow each step in order — later steps depend on the setup you complete in earlier ones.

Note: Every school gets its own private workspace identified by a unique school slug (for example, greenwood-academy). Your workspace URL takes the form edurie.com/<your-slug>. All your data — students, records, billing — is isolated to your workspace and never visible to other schools.

1. Create your account — Go to edurie.com and create a new account. You can sign up using any of the following methods:

   Email and password

   1. Click Sign up on the Edurie homepage.
   2. Enter your name, work email address, and a strong password.
   3. Verify your email address by clicking the link Edurie sends to your inbox.
   4. Log in with your new credentials.

   Google SSO

   1. Click Continue with Google on the sign-up page.
   2. Select your Google account and grant the requested permissions.
   3. Edurie creates your account automatically and logs you in.

   Microsoft SSO

   1. Click Continue with Microsoft on the sign-up page.
   2. Select your Microsoft account and grant the requested permissions.
   3. Edurie creates your account automatically and logs you in.

   If your school already has an Edurie workspace and a colleague has invited you, open the invitation email and click Accept invitation instead of signing up from scratch.

2. Set up your school profile — After you log in for the first time, Edurie prompts you to create your school workspace.

   1. Enter your school name — this appears on all student-facing communications and documents.
   2. Choose a school slug — a short, URL-safe identifier (e.g. greenwood-academy). You cannot change this later, so pick something you are happy with.
   3. Upload your school logo. Edurie uses it on invoices, admission forms, and the student portal.
   4. Fill in your contact details: address, phone number, and official email.
   5. Click Create school to provision your workspace.

   Tip: Keep your school slug lowercase and use hyphens instead of spaces. Once your workspace is created, staff and students will bookmark URLs that include the slug — a clear, recognisable slug avoids confusion.

3. Invite your team — Your school almost certainly has more than one person managing operations. Invite your colleagues before you start configuring anything so they can participate in the setup.

   1. Open Settings → Team in the sidebar.
   2. Click Invite member.
   3. Enter the invitee's email address and select their role (see School setup for a full description of each role).
   4. Click Send invitation.

   Repeat for every administrator, registrar, teacher, and finance staff member who needs access. Invited users receive an email with a link to accept and set up their login.

   Note: A user's role determines which modules and actions they can access. You can always adjust a team member's role later from Settings → Team.

4. Configure your academic structure — Before you can open an admission cycle, Edurie needs to know how your school organises time and programs.

   1. Go to Academics → Academic Years and click New academic year. Give it a name (e.g. 2024–2025) and set the start and end dates.
   2. Inside the academic year, add academic periods (terms, semesters, or quarters — whatever your school uses).
   3. Go to Academics → Programs and create at least one program (for example, a degree program or a grade level).
   4. Optionally, define curricula and attach course offerings to the academic period so teachers have classes ready when students enrol.

   Tip: An admission cycle can target either an academic level (such as a grade level) or a program (such as a degree). Set up your programs or levels before proceeding.

5. Open your first admission cycle — An admission cycle is the intake window that lets applicants submit applications to your school.

   1. Go to Admissions → Cycles and click New cycle.
   2. Enter a cycle name (e.g. AY 2024–2025 Freshmen Intake).
   3. Select the academic period this cycle feeds into.
   4. Choose whether the cycle targets an academic level or a program.
   5. Optionally, set opens at and closes at dates to control the application window automatically.
   6. Add any required documents applicants must upload (e.g. birth certificate, transcript of records).
   7. Click Save, then change the cycle status to Open.

   Once the cycle is open, applicants can find your school's public admission page and start submitting applications.

   Warning: Setting a cycle to Open immediately allows new applications. Make sure your document requirements and form fields are complete before you open the cycle — changes after applications start arriving may confuse applicants.

6. Enrol your first student — When an application comes in, your registrar reviews it and — if the applicant meets your criteria — converts it to a student record.

   1. Go to Admissions → Applications and open the submitted application.
   2. Review the applicant's details and uploaded documents.
   3. If everything is in order, click Accept.
   4. Optionally, attach pre-enrolment classes so the student's course enrolments are ready the moment you convert.
   5. Click Convert to student. Edurie creates the student record, provisions a workspace membership, and generates a student number.
   6. The student can now log in to the self-service portal to view their enrolment, classes, and billing.

   Tip: If you have connected Google Workspace, Edurie can auto-provision an institutional email address for the student during conversion. Set up your integration in Settings → Integrations before you convert your first student.

What's next?

Now that your school is live and your first student is enrolled, explore the rest of Edurie's capabilities.

• School setup — Fine-tune your school profile, roles, approval workflows, and settings.
• Admissions overview — Manage the full admission lifecycle from application to conversion.
• Academic Management overview — Build out your full program catalogue, curricula, and class sections.
• Grading overview — Set up the gradebook and configure grade submission approvals.