Follow

Getting started with your school's new Populi site

Now that your school's Populi site is live, it's time for you to start setting it up. Getting your school up-and-running with Populi does two things. Obviously, it gets you ready for the day-to-day work you and others will be doing. Secondly, it's the best way to learn what Populi does and how it does it. We're not gonna lie: the setup phase is a big job. But we're here to help you every step of the way. Here's a look at what you'll need to have under your belt as you get going.

Your user account

If you're reading this article, more than likely you'll have already been set up with your own user account. If you don't have a user account yet, contact an administrator at your school to request access.

Find out all about your user account in this article.

Training

Our Getting Started guides contain step-by-step instructions for setting up each major area of Populi—from entering the first initial settings to starting basic, day-to-day tasks.

The Populi Team is here to answer your questions and field your requests. No doubt we'll be hearing from you a lot as you get started with each section of Populi. Don't be shy! Here are all the ways to get ahold of us.

Here are links to the Getting Started guides, presented in order of importance:

  • Populi Admins: First, you need to add the Populi SPF record to your domain so the email you send from Populi isn't marked as spam. Next, you need to set up user accounts for other key users.
  • Academics: Academics is foundational to almost everything else in Populi; to make sure the other departments have what they need to work with, we recommend you complete steps 1 through 6 as soon as possible.
  • Billing and Accounting: The next priority would be financial setup, particularly your Chart of Accounts and Tuition/Fees. With that, the most essential foundations have been laid; you can complete the rest of the setup tasks in your own preferred order...
  • Admissions
  • Financial Aid
  • Faculty/Courses
  • Library
  • Bookstore
  • Donations
  • Campus Life
  • Advising

Stay up to date

You can also follow our company and get updates on new features by checking the Populi Blog, Facebook, and Twitter.

Subscribe to our Release Notes, User Forum and our Feature Request Forum.

Was this article helpful?
34 out of 36 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.