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User guide
Welcome to the SchoolRota user guides. This section walks school teams from first sign-in through daily operations.
Recommended path for a new school
- What is SchoolRota?: product overview
- Sign up and start your trial: create your portal (or get operator-provisioned access)
- Signing in: open your school portal (authenticator first for local-password admins)
- Staff app: optional phone and tablet companion for My schedule and duty alerts
- Your first setup: watch the walkthrough, then follow where to click, what to choose, and what you can change later
- Roles and permissions: who can do what
- Key concepts: zones, duty tiers, draft vs live
- Initial setup: every wizard field in detail
- Importing staff: CSV or spreadsheet import (also available inside setup)
- Today board: run and publish the day. Use Week to see who is booked.
- Recording absences: same-day cover
If you are still deciding
The rest of this guide is for schools that already have an account. If you are still comparing options, start on the public site:
By role
| Role | Typical tasks |
|---|---|
| Tenant owner / Admin | Setup wizards, staff import, invites, SSO, Microsoft photos, notification rules |
| Duty lead | Build/publish days, confirm cover after absences, review gaps |
| Office | Record absences, export packs, view analytics |
| Staff / Viewer | Read notifications, view My schedule, request a duty change (staff), view exports (limited) |
Sections in this guide
- Getting started: portal basics and concepts
- Configure: setup, staff, admin, SSO, Microsoft profile photos, notifications
- Operate: Today, absences, timetable, go-live
- Insight: exports, analytics, inbox
- Advanced: Assistant (plain-language cover)
Demo school
For a local demo, open /t/demo/login with admin@demo.school / changeme123. See Signing in.