Resource

Running a Group of Schools

The second campus, and everything it changes — a group as a record in its own right, head-office roles that span schools without granting any one of them, one module set and one bill for four campuses, the cross-school numbers that only exist once there is something to compare, and the read-only role that sees all of it without reaching into a single classroom.

School AdminHead Office
Running a Group of Schools

The second school is not twice the first one

It is a different job. One school is run by people who are in it; two are run by people who are in neither, and everything that used to be a conversation in a corridor becomes a question about access, standards and money. Who at head office may look inside a campus they do not work at? Does every school choose its own modules, or does the group decide once? Whose bill is it? And the question that motivates all of them: what do the four schools look like next to each other, which is a thing no single school’s dashboard can ever show. This walkthrough follows one decision — a school joining a group — from head office into a member campus and back out to the numbers it makes possible. Every screen is the real application.

On this page
Step 1 · Head office

A group is a record, not a spreadsheet

The first thing to establish is that a group is a real object in the platform rather than a reporting convenience. It has its own name, its own short code, its own branding, its own members and its own lifecycle — and a school belongs to it explicitly rather than by being on a list somebody maintains.

1

The portfolio you start from

Every group this person belongs to, with the number of schools in each and the role they hold in it. For an operator with one trust it is a single row; the page exists because the role in each group is the fact that decides everything they can do next.

A person can belong to several groups, with a different role in each
The school count is the group’s own, not a total of what this person can see
The workspace is shared rather than school-scoped — it sits outside any one campus by design
Somebody with no group membership never sees this section at all
2

Creating one

Name, short code, contact details and address, in one form — and the person who creates it becomes its Owner. The short code matters more than it looks: it is what distinguishes the group’s own identity from any one school’s in the places both appear.

The creator is the Owner, which is the only role that can suspend or delete the group
Contact details belong to the group rather than to a campus — head office is a real place
Branding is the group’s own, so a trust with a house style is not four unrelated schools
Creating a group changes nothing about any school until one is added to it
3

The membership roll

Which campuses are in, each with its plan, its status and its population beside the others. Adding a school is an explicit act performed here — the school does not opt in, and it does not happen by naming convention or by sharing a domain.

Add a school from the platform’s own directory rather than by typing a name
Plan, status and population per campus, side by side, which is the first genuinely comparative view
Removing a school returns it to running its own affairs; the record of it having been a member stays
A school belongs to at most one group — the relationship is exclusive, because a bill cannot have two owners

Ready to run your school on this?

Every screen in “A group is a record, not a spreadsheet” is the live product, not a mockup. Create your school account, or have us walk you through it on a call.

Step 2 · Head office

Who at head office may do what

This is the part multi-school operators get wrong, usually by giving the head-office finance officer a school administrator account at every campus. That works, and it grants far more than intended. A group membership is a different kind of grant: it spans schools, and it carries nothing inside any of them.

1

The three roles a group has

Owner, Admin and Viewer — a deliberately short list, because the group workspace does a small number of things and a longer list would be pretending otherwise. Every management control on every page in this walkthrough is gated on one of these.

Owner: everything, including suspending and deleting the group itself
Admin: schools, members and billing, but not the group’s own existence
Viewer: reads the portfolio and the analytics, and can change nothing
The role is checked by the server and returned as capabilities, so the buttons a person cannot use are not rendered rather than merely disabled
2

Making the grant

A person, and a role. That is the whole form, and the brevity is the point: this grant says nothing about which schools, because it applies to all of them, and nothing about which modules, because a group role is not a school role. The finance officer who gets Viewer here can compare four campuses and cannot open a single pupil’s record in any of them.

Any platform user can be granted a group role — they need no account at any member school
The role is the whole permission: there is no per-school variant to forget to revoke
Removing the membership removes the access everywhere at once, which is the failure mode of per-school accounts
A group grant and a school grant are separate systems; holding one never implies the other

See this on your own school’s data.

Every screen in “Who at head office may do what” is the live product, not a mockup. Create your school account, or have us walk you through it on a call.

Step 3 · Head office

One module set, and one subscription behind it

The commercial reason groups exist. Four schools individually choosing modules and paying invoices is four negotiations, four renewal dates and four different products called by the same name. A group decides once — and then the walkthrough goes and looks at what that feels like from inside a campus that has not been switched over yet.

1

The default set, and pushing it down

A group subscription with one billing interval, one next-billing date and one volume-discount position — and underneath it, the set of add-on modules every member school is meant to run. Changing that set is one decision; applying it is a second, made per campus, which is what keeps a group from silently reconfiguring a school overnight.

The group subscription is created once and is what the schools are billed through
A default add-on set the whole trust standardises on — chosen here, saved here
Applying the defaults is per school and explicit: the group decides, and each campus is switched over deliberately
Which is why a trust two terms old has campuses in both states, and neither is an error
Volume discount is a group-level position rather than four separately negotiated ones
And every control on this page is gated on the Billing capability — an Admin can use it, a Viewer cannot see it

Set this up for your team.

Every screen in “One module set, and one subscription behind it” is the live product, not a mockup. Create your school account, or have us walk you through it on a call.

Step 4 · A member school

And what it looks like from inside one campus

The handoff. Everything above was decided by people who do not work at Bright Future Academy, and this is the screen its own administrator opens to find out where they stand. A resource page that stopped at the group workspace would be describing half a relationship.

1

The campus that has not moved across yet

Bright Future Academy is in the group and is still paying its own bill — the state most schools are in for a term or two after a trust forms, and the state this screen exists to make legible. It says so plainly, explains that billing is currently managed at school level, and points at the workspace where that changes. Nothing is hidden and nothing has been done to the school without telling it.

A school in a group is not automatically billed by it — membership and billing are separate decisions
The page names the state rather than showing an empty panel, which is the difference between a screen and an absence
It links to the group workspace, so the administrator knows where the change is made and by whom
Once a school IS group-managed, this page carries the inherited module set and locks selection at school level — the lock is visible rather than silent
Its own usage and consumption stay visible either way: a member school always sees what it is costing
And leaving a group returns billing to the school, which the platform treats as a transition rather than a deletion

Ready to run your school on this?

Every screen in “And what it looks like from inside one campus” is the live product, not a mockup. Create your school account, or have us walk you through it on a call.

Step 5 · Head office

The questions that only exist once there are several

And now the payoff, which is not administrative at all. A single school’s dashboard can tell you that attendance is 94%. It cannot tell you that the campus down the road is at 88% with the same intake, which is the only version of that number anybody can act on.

1

Cross-school analytics

Population per campus, and the spread of schools by status, plan and member role — computed on the server across every school in the group rather than assembled from four exports. It is the one view that is impossible without the group record, and the reason most operators want one.

Computed across the group, not summed in a browser from four downloads
Population, plan and status per campus, which is the comparison a trust board asks for
A campus that is an outlier is visible as an outlier rather than as a number somebody has to remember
The same figures are available to a Viewer, because comparing is not changing
2

And the lifecycle only an Owner holds

Profile, branding, and the three actions that end things: suspend, reinstate, delete. They live behind the Owner role alone, and suspending a group is deliberately reversible — because a trust in a dispute needs a pause, not an amputation.

Suspend and reinstate as a pair, so a pause is a state rather than a deletion
Deletion is Owner-only and is the last thing on the page for a reason
Group branding applies across member schools without overwriting each school’s own identity
Every one of these controls is absent — not disabled — for anybody who is not the Owner

See this on your own school’s data.

Every screen in “The questions that only exist once there are several” is the live product, not a mockup. Create your school account, or have us walk you through it on a call.

Step 6 · Head office (read-only)

The same page, in the hands of somebody who may only look

One last frame, because a capability model is only believable if you are shown it working. This is the same analytics page, opened by a member of head office who holds a Viewer role in the group and no role at all in any of the four schools.

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Read-only is a real role, not a cut-down product

The identical component, the identical figures, and not one control that would change anything — because the server answered this caller with a capability set in which every flag is false. Nobody built a second, simpler screen for the finance officer; they were given a role, and the screen adapted.

The same page and the same numbers a group Owner sees
Management controls are not rendered at all, rather than rendered and refused on submit
This person has no school-level grant anywhere — they cannot open a pupil, a register or an invoice at any campus
Which is the whole argument for a group role: cross-school visibility without cross-school access

Set this up for your team.

Every screen in “The same page, in the hands of somebody who may only look” is the live product, not a mockup. Create your school account, or have us walk you through it on a call.

Run your whole school on one connected platform

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