First steps for program teams

Start by confirming your organization, your responsibilities, and the records your team expects you to maintain.

Get oriented

• People: student, guardian, and staff records.
• Program setup: your centers, sites, classrooms, and groups.
• Admissions: inquiries, applications, and enrollment.
• Billing: billing accounts and financial records.

Your permissions determine which parts of the workspace are available. An administrator can help with access questions.

Agree on your team’s starting point

Before adding records, check whether they already exist. Agree on names for your locations and groups so colleagues can find the same information.

Review one familiar task with your program administrator before making changes to unfamiliar records.

Continue with people and sites or the enrollment overview.