Short answers to the questions people in this role ask most. Each answer links to the full guide.
Where do I see all my institutions together?
Open the trust dashboard. See The trust dashboard and trust reports.
What is the weekly summary I get?
It is the weekly digest, one row for each institution, with no names of students or staff. See Alerts and the weekly digest.
How do I change who gets the digest, or set a target?
Use Dashboard settings. Targets need the super admin and a resolution reference. See Dashboard settings: targets, limits, times and who gets alerts.
Where are the institutions of the trust listed?
See The institutions of your organisation.
How do I see the books and the reports for the CA?
See Books: vouchers, approval, reversal and reports and Books: lock periods, close the year and packs for the CA.
How are budgets, grants and donations recorded?
See Books: budgets and grants and Books: donors, donations and receipts.
What does the trust have to do under the privacy law?
See the privacy dashboard in DPDP: privacy notices and the consent register and the duties in DPDP: data requests, grievances and breaches.
Who changed something, and when?
See the audit trail. See The audit trail: who changed what and when.
How do I get notifications on my phone?
See Phone app notifications and The phone app: install and sign in.