Onboarding
Complete guide to setting up your institution on Pasarai ERP.
Overview
The onboarding process helps you configure your institution from scratch. This guide walks you through each step to get your ERP system fully operational.
Prerequisites
Before starting the onboarding process, ensure you have:
- ✅ A valid email address for admin account
- ✅ Basic institution information ready (name, address, contact details)
- ✅ Institution logo images (optional but recommended)
- ✅ List of academic standards/grades you offer
Onboarding Steps
The onboarding wizard guides you through a 4-step process:
Step 1: User Details
Tell us about yourself as the primary administrator.
Required information:
- First name and last name
- Contact number
- Role/designation at the institution
![User Details Form - Screenshot placeholder showing the user information form]
Tips:
- Use your official name as it will appear in system communications
- Ensure contact number is accurate for account recovery
Step 2: Basic Institute Information
Provide fundamental details about your institution.
Required information:
| Field | Description |
|---|---|
| Institute Name | Official name of your school/college |
| Institute Type | School, College, University, etc. |
| Board/Affiliation | CBSE, ICSE, State Board, etc. |
| Establishment Year | Year the institution was founded |
Optional information:
- Institution tagline
- Brief description
![Basic Info Form - Screenshot placeholder showing the basic institute information form]
Step 3: Detailed Institute Information
Complete your institution’s profile with additional details.
Contact & Location:
| Field | Description |
|---|---|
| Address | Complete physical address |
| City | City/town name |
| State | State/province |
| PIN/ZIP Code | Postal code |
| Country | Country name |
| Phone | Institution contact number |
| Official institution email | |
| Website | Institution website URL (optional) |
Branding:
| Asset | Specifications |
|---|---|
| Square Logo | Used in headers and compact displays |
| Full Logo | Used in documents and wide displays |
![Detailed Info Form - Screenshot placeholder showing the detailed institute information form]
Tips:
- Use high-quality logo images (PNG or JPG recommended)
- Ensure contact details are publicly shareable
Step 4: Completion
Once all information is submitted:
- Your institute is created in the system
- You’re assigned as the primary administrator
- You’re redirected to the dashboard
![Onboarding Complete - Screenshot placeholder showing the completion screen]
After Onboarding
Immediate Next Steps
Once onboarding is complete, follow these steps to fully configure your ERP:
1. Configure Academic Structure
Set up your institution’s academic framework:
- Standards/Grades: Define all grade levels (e.g., Grade 1-12)
- Sections: Create sections for each standard (e.g., A, B, C)
- Subjects: Add subjects offered at your institution
- Academic Year: Set up the current academic year
Navigate to: Settings → Configuration → Academic
2. Invite Staff Members
Add your teaching and administrative staff:
- Navigate to HRMS → Staff
- Add staff members with their roles
- Assign appropriate permissions
See HRMS Documentation for details.
3. Set Up Classes
Create class records for the academic year:
- Navigate to SIS → Classes
- Create classes by combining Standards and Sections
- Assign class teachers
See Classes Documentation for details.
4. Enroll Students
Add students to your system:
- Navigate to SIS → Students
- Add individual students or bulk import
- Assign students to classes
See Students Documentation for details.
5. Configure Permissions
Set up role-based access control:
- Define roles for different staff types
- Assign module and feature permissions
- Review default permission templates
See Permissions Guide for details.
Profile Selection
If you have access to multiple institutes, you’ll see the Profile Picker screen:
Selecting a Profile
- View all institutes you have access to
- See your role at each institute (Management/Staff)
- Click on an institute to access its dashboard
Creating a New Institute
From the Profile Picker:
- Click Create New Institute
- Complete the onboarding wizard
- New institute is added to your profile list
![Profile Picker - Screenshot placeholder showing the profile selection screen with multiple institutes]
Roles and Permissions
After onboarding, configure access control for your team:
Default Roles
| Role | Description |
|---|---|
| Super Admin | Full system access |
| Management | Administrative access to all modules |
| Teacher | Access to assigned classes and students |
| Staff | Limited access based on department |
Setting Up Permissions
- Navigate to Settings → Permissions
- Create custom roles or use defaults
- Assign permissions by module and feature
- Assign roles to staff members
See User Guide → Permissions & Access for detailed instructions.
Troubleshooting
Common Issues
| Issue | Solution |
|---|---|
| Form validation errors | Ensure all required fields are filled correctly |
| Logo upload failing | Check file size (max 5MB) and format (PNG, JPG) |
| Cannot proceed to next step | Review error messages and correct highlighted fields |
| Institute not created | Check network connection; try again |
Getting Help
If you encounter issues during onboarding:
- Check error messages displayed on screen
- Refresh the page and try again
- Contact support with screenshots of any errors
Related Documentation
- SIS Overview - Student Information System guide
- HRMS Overview - Staff management guide
- Finance Overview - Fee and payment setup
- User Guide - General platform usage
Last updated: Documentation version 1.0