The setup wizard guides you through the final steps to get your organization ready. It opens when you click the setup link from your approval email.
The first step asks you to create a secure password for your admin account.
| Field | Description |
|---|---|
| New Password | Your chosen password (must meet security requirements) |
| Confirm Password | Re-enter the same password to confirm |
Tip: Choose a strong password with at least 8 characters, including uppercase, lowercase, numbers, and special characters.
Click Next to proceed.
Every organization needs at least one branch (campus/location). The wizard pre-fills some fields from your registration details.
| Field | Required | Description |
|---|---|---|
| Branch Name | Yes | The name of your campus (e.g., "Main Campus", "Jayanagar HQ") |
| Branch Code | Yes | A short unique code (e.g., MAIN, JNR) - used in URLs and IDs |
| Branch Type | Yes | Select from options like School, College, Coaching Center, etc. |
| City | Yes | City where this branch is located |
| State | Yes | State/province |
| Country | Yes | Country |
| Address | No | Full street address |
| Phone | Yes | Branch contact phone number |
| No | Branch contact email | |
| Website | No | Branch website URL |
| Description | No | A brief description of this branch |
Click Complete Setup to finish.
You will see a success message confirming that your organization is ready. From here, you can:
After completing the setup wizard, follow the Post-Setup Checklist to configure your institution.