As you begin using your EdPrime account and start getting familiar with its features, you can refer to the checklist below for help setting up and onboarding your school effortlessly.
1.Self Onboarding: Begin the onboarding process by visiting the self-onboarding link: Institute Registration. Provide essential details such as school name, abbreviation, logo, website, and contact information for the director/principal and administrator.
During the onboarding process, there are certain requirements that need to be fulfilled. These include:
By fulfilling these requirements and completing the onboarding process, you can successfully set up your school on the EdPrime platform.
2.Activate Account: After registering at your institute, you will receive an activation email. Follow the instructions in the email to activate your account. Rebrand your account by adding your school's logo (in JPEG, PNG, or JPG format) and share it with EdPrime's support team via email or WhatsApp.
3.Change your Password: Upon activating your account, it is recommended to change your password for security reasons. Ensure your new password meets the requirements of at least 8 characters with one uppercase letter, one special character, and one number
*Check out our password tips after login
If you do not receive the activation account, please raise a ticket https://edprime.zohodesk.in/portal/en/home
4.Setting up your Institute Profile:
Once your account is activated, you can update your institute's profile by providing general information, contact information, and reviewing the chosen package modules. Fill in details such as the institute name, domain name, website, address, pin/zip code, and selected modules
To set up your Institute Profile in EdPrime, follow these steps after activating your account:
By completing these steps, you can ensure that your institute's profile is up to date and accurate in the EdPrime system.
In the Contact Information section, you can provide the address details of your institute, including the country, state, city, and pin/zip code. This information helps in identifying the location of your institute accurately.
Additionally, you can review and check the list of modules packages that you have selected for your institute. This allows you to ensure that you have chosen the desired modules that align with your institute's requirements and objectives. By verifying the selected modules, you can be confident that you have access to the specific features and functionalities provided by EdPrime that best suit your institute's needs.
5.ConfigureSystem Settings:
Set up general configurations to customize your EdPrime experience. Choose the sender email address for outgoing emails and configure online registration settings, including the registration year name, payment amount, currency, and the online registration link to embed on your website. Consider enabling the Razorpay payment gateway if desired.
In the General Settings section, you can configure the sender email address for outgoing emails. Choose the email ID through which you want to send emails.
To set up online registration for admissions in EdPrime, follow these steps:
By configuring these settings, you can enable online registration for admissions and streamline the payment process for prospective students.To integrate payment options in EdPrime, you can enable the Razorpay payment gateway. Follow these steps:
By enabling the Razorpay payment gateway, you can provide secure and convenient payment options for transactions within EdPrime.
Birthday Greeting Setting allows you to customize how birthday greetings are sent in EdPrime. Here's how you can set it up:
By configuring these settings, you can ensure that birthday greetings are sent to students and employees as per your preferences, enhancing their experience within the EdPrime platform.
6.Create School structure Establish your school's structure by adding classes and defining the display names. Additionally, create a fee schedule to manage fee collection.
7.Geo-Location Specify the country, state, and city where your branch is located for accurate geolocation information
8.HRMS (Human Resource Management System): Configure HRMS features by creating CTC (Cost to Company) particulars, leave types, leave groups, and working sessions according to your organization's requirements.
9.Import Student Import student data in bulk using an Excel sheet. Make sure to include mandatory fields such as student name, scholar number, date of birth, date of joining, father’s name, mother's name, email, and phone number.
10.Import Employee Similarly, import employee data in bulk using an Excel sheet. Include mandatory fields such as employee name, role, mobile number, gender, and email.
Please note that these steps provide a general overview, and further customization and setup may be required based on your specific requirements.