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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
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.