Initial Setup Guide

Configure your Klasstra system with essential settings for your institution.

Setup Overview

After creating your Klasstra account, you'll need to configure several key areas to get your system ready for use. This guide will walk you through each step of the initial setup process.

Important

Complete these setup steps in order for the best experience. Some settings depend on previous configurations.

Step 1

Institution Details

Configure your school or college information.

Configuration Fields:

  • Institution name and logo
  • Address and contact information
  • Academic calendar settings
  • Time zone configuration

Access Path:

Navigate to: Admin → Settings → Institution Details

Detailed Guide
Step 2

User Roles & Permissions

Set up user roles and define permissions.

Configuration Fields:

  • Administrator roles
  • Teacher permissions
  • Student access levels
  • Parent portal settings

Access Path:

Navigate to: Admin → Settings → User Roles & Permissions

Detailed Guide
Step 3

Academic Year Setup

Configure academic year and terms.

Configuration Fields:

  • Academic year dates
  • Term/semester configuration
  • Holiday calendar
  • Examination schedules

Access Path:

Navigate to: Admin → Settings → Academic Year Setup

Detailed Guide
Step 4

Communication Settings

Set up email and notification systems.

Configuration Fields:

  • Email notification preferences
  • Notification templates
  • SMS integration (optional)
  • Parent communication settings

Access Path:

Navigate to: Admin → Settings → Communication Settings

Detailed Guide
Step 5

Security Configuration

Configure security and privacy settings.

Configuration Fields:

  • Password policies
  • Session management
  • Data privacy settings
  • Access control settings

Access Path:

Navigate to: Admin → Settings → Security Configuration

Detailed Guide
Step 6

System Preferences

Configure general system settings.

Configuration Fields:

  • Language and localization
  • Currency and number formats
  • Default time settings
  • System preferences

Access Path:

Navigate to: Admin → Settings → System Preferences

Detailed Guide

Quick Setup Checklist

Use this checklist to ensure you've completed all essential setup steps:

Essential Settings

Optional Settings

Testing & Validation

After completing the setup, test these key functionalities to ensure everything is working correctly:

User Access

Test login for different user roles

Test Guide

Email System

Verify email notifications work

Test Guide

Data Import

Test student/teacher data import

Test Guide

Ready to Go Live?

Once setup is complete, you can start adding users and data to your system.