First Login & Setup

What to do after your first login to OptiCRM

Setting Up Your Institution

After your first login, navigate to Administration > Institution Profile to configure:

Profile Tab

Institution Name — Your school or college name
Institution Type — School (K-12), College, Coaching Centre, etc.
Address, Phone, Website — Contact details
Timezone — Defaults to Asia/Kolkata
Currency — Defaults to INR

Branding Tab

Logo — Upload your institution logo (PNG, SVG, or JPG)
Tagline — Displayed on the parent portal
Primary Color — Used for portal branding
Portal URL — Share this with parents for registration

Academic Tab

Academic Year — e.g., "2025-2026"
Grading System — Percentage, GPA, Letter Grade, or Raw Marks

Creating Classes & Sections

Navigate to any class management page and create your class structure:

Grade 1 through Grade 12 (or as needed)
Sections (A, B, C) under each class
Set capacity per section
Assign homeroom teachers

Adding Your First Students

Go to the entity view at /o/Student and click New to add students individually, or use Data Import for bulk upload via CSV/Excel.

Each student record includes:

Personal details (name, DOB, gender, photo)
Guardian information (linked via Guardian model)
Enrollment (class, section, roll number)
Documents

Inviting Staff

Navigate to HR > Staff or Admin > Users to add staff members. Each staff member automatically receives a welcome email with their login credentials.

Setting Up the Parent Portal

Go to Branding & Portal tab in Institution Settings
Copy the Registration URL and share it with parents
Parents register with their details
You approve registrations at Admin > Portal Registrations
Approved parents receive an email with a temporary password