W W W . P R O C L A S S . I N

O N L I N E C L A S S M A N A G E M E N T P O R T A L F O R C L A S S E S

PROCLASS SERVICE SOLUTIONS LLP

WWW.PROCLASS.IN

Group Admin User Guide

Volume

1

W W W . P R O C L A S S . I N

O N L I N E C L A S S M A N A G E M E N T P O R T A L F O R C L A S S E S

W W W . P R O C L A S S . I N

Group Admin (Partner Account) Guide

ProClass Service Solutions LLP E-602, Springfields, Sarjapur Main Road,

Bangalore, Karnataka, India 560102 Phone +91 9535 190 100 , cs@proclass.in

Table of Contents

Introduction .............................................................................. 2

Setting up a new Class using GROUP ADMIN role (only for Partner accounts) ..................................................................... 3

W W W . P R O C L A S S . I N

O N L I N E C L A S S M A N A G E M E N T P O R T A L F O R C L A S S E S

Introduction

ProClass.in is SaaS (Software as a Service) portal. All classes, registrations are managed at www.proclass.in

Category – type of class

Group – Target Group of customer. If classes are running at an apartment complex, name of complex would be appropriate group, if class is running in a school, school name might be correct group, if class is running at provider’s place, name of provider’s institution might be correct. There is no hard and fast rule for same. Group selection helps people in searching class using group name on registration page. Target customers will be knowing group name to find classes for that group.

Class – Group of students

Class can have different status. Public and Running or Planned are visible to people who are searching classes (using group or city etc.). Suspended and Closed Classes will not be visible.

Every class has title (short subject/description).

Entities ( for Partner Account) – Group of Classes. Entities can be made to manage multiple classes together. Example, abcd classes, Hyderabad, abcd classes, Bangalore etc.

Roles:

- Customer (Participant/Student/Parent) – will have access to only his/her registrations across multiple classes /multiple providers.

- Admin – will have access to his/her assigned classes. Admin can grant roles to Instructor, another admin, manager, viewer. These roles can also manage classes (depending on access defined for role) using Admin dashboard.

- Group Admin – will able to create new classes, able to grant access to other on Group Entity, able to update details of Group

Registration:

Registration of a student in a class. A new Registration goes to Pending/Waitlisted status, class admin must change to Active. Only Active students are valid students. Registration can be closed/cancelled or suspended. Suspended/Closed/Cancelled can be resumed.

Billing Cycle: Fee collection cycle

Recurring Classes will have billing cycles. Billing cycle must have start date and end date.

Invoice: For every billing cycle, invoices are created. Invoices are sent to customer with payment link. Payment options are configured based on plan choosen and configuration set in batch cycle. Once invoice are paid, invoices can not be altered. Provider will have to add another invoice for reversal or extra amount.

Receipts: ProClass receipts are created only for payment received through proclass. However providers can just update invoice with payment details if they are collecting fees directly.

Setting up a new Class using GROUP ADMIN role

(only for Partner accounts)

Login – USER MUST HAVE ACCESS AS GROUP ADMIN / PARTNER ACCOUNT. Login and passwords are sent as soon as partner request is submitted. User can change login and password after login into system. In case you have forgotten login/password, please restore by using email. Link is sent to email. Link can be used to setup new password.

Password

CLICK ON LOGIN

Enter “username” or email , and Password and click on Signin

RESET PASSWORD USING THIS

If group admin role is showing up on right menu column, select else move to next screen.

CLICK ON GROUP ADMIN

CLICK ON DETAILS/ACTIVITIES FOR ENTITY YOU WANT TO SETUP CLASS FOR

CLICK ON RESPECTIVE ACTIVITY TO SETUP CLASS EXAMPLE CLICK ON “PRO-BEST”

Fill setup class form . Fill required fields. In case need to know more details,

click on

After setting up class, change role to “admin”. New class will be in planned class list. Update class details and change status to running if class is running.