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In order to do a bulk import of Client Companies read this guide. To create a Client Company navigate to Master Data → Client Companies: Then click on Add Customer Company: Note: Creating a Client Company automatically involves creating a Client/Supplier present in Tax Management. The master data present in Customer Companies . . . Continue reading...
Filters are present in many sections of the management system ScuolaSemplice, the most important of which include: Student, Tutor and Company Customer Records Courses Orders Student Enrollment Panel Many of the filters present are by default is not editable such as those in the Order Management section: Others, such as those in the . . . Continue Reading...
To enable a Company to use its Web account ScuolaSemplice navigate to Master Data → Customer Companies: At this point you will be able to pursue two different paths: an automatic one where the system will create a random password and automatically send it to the user; a manual one through which you will have to create a password . . . Continue reading...
For each Client Company registered in ScuolaSemplice it is possible to define its contacts. These can be entered either by the Secretariat or by the Company itself. From Secretariat Navigate to Master Data → Client Companies and click on the name of the Company of interest: At the bottom of the Company page will be the Contacts box: To create . . . Continue Reading...
Configuring Authentication via Google Authenticator In order to enable an administrator account to authenticate via Google Authenticator you will need to navigate to Administration → Administrators and enter "edit" of the administrator in question As highlighted in the screenshot you will need to enable Access Security by specifying to ALWAYS require access via Google Authenticator (automatically . . . Continue reading...
In the system you can enable autonomous registration of Client Companies directly from the login portal. To do so, navigate to Configuration → Settings → Company Account Management from here check the Enable standalone registration panel for Client Companies: A few settings will appear: Default VAT rate: Default rate for companies . . . Continue reading...
In the definition of an administrative account, the possibility of enabling limited access to the teaching part has been introduced, this implies that for the specific administrative account, it will be possible to specify punctually the courses to which it will have access. In order to enable the Limited Didactics feature, it will be necessary to navigate to . . . Continue reading...
There are two paths through which you can go to add a new location; in fact, the two areas are interconnected. From the menu that is collapsed on the left side of the management system, you can access Master Data → Locations. Through this path you can directly access the list of locations, and then directly select Add . . . Continue reading...
It is possible to upload Documents of Students directly into their Master Records. Navigate to Master Records → Teachers/Students or Tutors and click on the name, then navigate to the Documents Tab: Click the Add icon at the top right of the screen: Enter the required information: Title: Title of the File you are uploading (required). Description: Description of the File. . . . Continue Reading...
It is possible to massively submit a Master Data Update Form for Students, Tutors, and Teachers. First you will need to create a Form that can be used to update Master Records (click here for guidance on Sale Forms) Note: Be sure to flag the following option in the Form settings: Use . . . Continue reading...