Set up and run a school program

School administrators use Formuley Edu to give the right people access, organize classes, set school-wide learning rules, and follow progress. Your school retains control of its curriculum, academic decisions, and student support process.

Before the first class

Confirm your school's sign-in link, the administrators who should have access, the instructor for each class, the students who should be enrolled, and any settings that must be in place before learners enter. Use individual accounts for staff and students rather than sharing an administrator sign-in.

If Formuley helped launch your school space, review the information already there before adding people or creating duplicate classes.

Check the school identity and access

1. Open school administration and review Branding. Check the displayed school name, logo, colors, and welcome message on both the school portal and sign-in page.
2. Review Access and your school's sign-in method. Give people the link and access instructions approved for your program.
3. Sign in with an administrator account and confirm you land on your school's Overview. Ask one instructor and one student to confirm their own starting pages before the class begins.

Changing a school name or appearance does not move coursework between schools. If someone sees the wrong institution, do not copy their work into a new account; check access and ask support to investigate.

Add instructors and students

1. Open People → Instructors to invite or manage teaching staff. Assign instructors to the classes they teach.
2. Open People → Students to add or invite learners into the correct class. Review the class selection and enrollment status before saving.
3. Use the roster's search and status filters to confirm the person appears in the intended class. A pending invitation and an active enrollment are different states.
4. When a person leaves or changes classes, update their access or enrollment rather than reusing their account for someone else.

If your school uses a roster import or another configured enrollment method, follow that school's approved process instead of entering the same people twice.

Organize the learning

Use People → Cohorts when your program groups learners by intake or term. Use Learning → Classes to check each class, its instructor, and its students. Instructors can then prepare assignment briefs, deadlines, and review expectations in their assigned classes.

Before telling students to begin, open a class and confirm that the intended assignment is published and visible. A draft assignment will not serve as a student task.

Set school-wide learning controls

Open Setup → AI policy to review student AI access and Ask your instructor. These are separate controls: turning off student AI does not disable instructors, and turning off new instructor-help requests does not stop assignment review or existing conversations. Instructors can make an individual assignment more restrictive, but cannot override a school-wide off setting. See Control student AI and instructor help for exact steps.

Review any other learning capability, safety, sharing, or evidence settings your school uses before publishing assignments. Availability varies by school configuration.

Monitor the program without changing student work

• Overview highlights current reviews, class activity, enrollment, and setup items.
• People shows the current roster and follow-up needs.
• Learning shows classes, assignments, evidence, and credentials where enabled.
• Insights summarizes progress and outcomes. Use it to identify where staff may need to follow up, not to replace a review of the underlying work.

An assignment marked submitted still needs instructor review. A portfolio record is not the same as an issued certificate.

Ready-to-start check

Before sharing access, confirm that an administrator, instructor, and student can each sign in; the student sees the right class and published assignment; the instructor can see that class and its review area; and the school-wide AI and help settings match your program's decision.

One task at a time

Browse the administrator task guides. Each guide includes the steps, how to confirm the result, and a common point of confusion.