Edum Documentation
School Owner

School Owner

The School Owner is responsible for managing one or more schools on Edum. This guide explains how to manage your school profile, subscription, academic structure, students, custom fields and examinations.

School Owner access

School Owner features are available to accounts assigned the school-owner role. The School Owner area is accessed through /school-owner.

Dashboard

The School Owner dashboard provides an overview of your school and quick access to common management tasks.

Academic Period

View the currently active academic period for your school.

Student Overview

Quickly view student counts and access student management.

Quick Actions

Access commonly used school management actions directly from the dashboard.

/school-owner/dashboard

Profile & School Profile

Your Profile

Use your personal profile to manage your account information. Use the Profile section.

/school-owner/profile

Your Schools

Manage the school profiles linked to your account using the Schools section.

  • View the school profile and contact information.
  • Edit the school name and logo.
  • Update the address and contact information.
  • Manage other school configuration settings.
  • Create additional schools when multi-school management is available.
  • Change the school status where permitted.
/school-owner/schools

Billing & Subscription

School Owners can manage subscription plans, review billing history, monitor subscription status and complete renewals or upgrades.

Plan History

Review the subscription plans previously used by your school.

/school-owner/plans/history

Upgrade Plan

Select a new subscription plan and continue through the available checkout process.

/school-owner/plans/upgrade

Subscriptions

View your active subscription, current status, billing cycle and next billing date.

/school-owner/subscriptions

Payments

Review payment history and open individual payments to view their details.

/school-owner/payments

Available Payment Methods

Method Use Checkout
Stripe Card-based online payment /plans/payment/stripe/{token}
PayPal PayPal online payment /plans/payment/paypal/{token}
Manual Offline payment /plans/payment/manual-success/{token}

Keep your subscription active. If a subscription remains expired, access to some school features may be limited. Renew your subscription before the expiry date whenever possible.

Renewing a Subscription

Open your subscription and use the available Renew action. Depending on your account, renewal can be completed through Stripe, PayPal or a manual payment flow.

/subscriptions/renew/...

Failed Payments

If a payment fails, open the relevant payment from the Payments section and use the available retry option. Supported retry methods may include Stripe or PayPal.

School Settings & Modules

School Settings

Use School Settings to manage configuration options that control how your school operates within Edum.

/school-owner/settings

Feature Modules

Edum allows School Owners to enable or disable available feature modules according to their school's needs.

Examinations

Manage examinations, marks and results.

Bulk Import

Import large numbers of students efficiently.

SMS

Enable supported school communication features.

Academics Setup

Academic configuration is the foundation of your school setup. Configure the academic structure before adding students and preparing examinations.

Recommended setup order

Create the academic year first, then configure classes, sections, departments, categories, shifts and subjects as required by your school.

/school-owner/academics

Academic Years

Create and manage current and upcoming academic years.

Academic Classes

Define classes such as Class 1, Class 2, Class 3 and so on.

Academic Sections

Create optional sections within a class, such as A, B or C.

Departments

Organize academic structures into departments such as Science or Arts where applicable.

Categories

Classify academic levels such as Primary or Secondary.

Shifts

Configure morning, day or other shifts when your school operates multiple sessions.

Standard workflow: Most academic records follow the same List → Create → Edit → Trash / Restore workflow.

Students

The Students section is used to create, manage and maintain student records throughout their academic lifecycle.

/school-owner/students

Student Management

  • Add new students with enrollment information.
  • Store guardian and address information.
  • Upload and manage student documents.
  • View complete student profiles.
  • Edit existing student information.
  • Move deleted records to Trash and restore them when required.

Automatically Generated Codes

When creating a new student, Edum can generate required student codes automatically where configured.

students/getAutoGenCodes

Print & PDF

Student records can be prepared for printing or PDF generation.

Document Print PDF
Student Profile students/profile-print students/profile-pdf
Office Copy students/office-copy-print students/office-copy-pdf

Bulk Student Import

If you need to add a large number of students, use the bulk import feature instead of entering students one at a time.

/school-owner/students/bulk/import

Import Workflow

1
Open Bulk Import

Go to the Bulk Student Import page.

2
Download a Sample

Download the sample CSV or JSON file to understand the expected data structure.

3
Upload Your File

Upload the prepared CSV or JSON file.

4
Preview the Data

Review the imported student information before making changes to your database.

5
Validate

Run validation and correct any errors reported by Edum.

6
Import

Start the import process after validation succeeds.

7
Review Import History

Review previous imports and open an import record to view its details.

Student Promotion

Student Promotion allows you to move eligible students from one class, section or academic year to another.

/school-owner/students/promotion

Promotion Workflow

1
Select the Academic Structure

Choose the source class, section and academic year.

2
Preview Students

Review the students eligible for promotion.

3
Process Promotion

Confirm the promotion to move students into their new class or academic year.

4
Review History

Review completed promotion batches and open their details.

5
Rollback if Required

If a promotion batch was created incorrectly, use the available rollback function.

Custom Fields

Custom Fields allow schools to store additional information that is not included in Edum's standard fields.

/school-owner/custom-fields

Field Groups

Organize related custom fields into logical groups.

Options

Configure selectable values for applicable custom fields.

Field Values

Manage custom field values associated with supported records.

Examinations & Results

The School Owner leads examination setup and result management for the school.

Complete examination documentation

Detailed instructions for grade systems, examination setup, marks entry, results, reports and promotion are available in the dedicated Examinations & Results guide.

Open Examinations & Results

Common Tasks

Use this quick reference to find frequently used School Owner actions.

I want to... Go to
Renew my subscription /school-owner/subscriptions → Renew
Upgrade my plan /school-owner/plans/upgrade
Add 100 students at once /school-owner/students/bulk/import
Move students to the next class /school-owner/students/promotion
Set up the new academic year /school-owner/academics/years
Print a student profile Students → Print / PDF

Recommended School Owner Workflow

For a new school, the following order provides a straightforward setup process.

1
Complete School Profile

Add your school's name, logo, address and contact information.

2
Configure Academics

Create academic years, classes, sections, departments, categories and shifts.

3
Configure Subjects

Add the subjects and academic structures required by your school.

4
Add Students

Add students individually or import them in bulk.

5
Configure Examinations

Set up grading, examinations and mark distributions.

6
Enable Required Modules

Enable additional features your school needs from School Settings.

Setup complete: Once your academic structure and student records are ready, your school can begin its normal academic operations in Edum.

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