Institute Portal¶
Overview¶
The Institute portal serves multi-branch institutes and coaching chains that operate above a single school entity. It uses the same Web Forms technology as the School portal but with institute-specific menus and branding.
Who uses it¶
- Institute headquarters staff
- Regional coordinators
- Branch administrators with institute-level login (
type=Institute)
How it differs from School portal¶
| Aspect | Institute | Single school |
|---|---|---|
| Login type | Institute | School |
| Scope | May span multiple branches/schools | One school ID |
| Dashboard | Institute Dashboard | School Dashboard |
| Menus | DB-driven per institute role | DB-driven per school role |
Many workflows are identical to the School portal once you select the active branch or school context (if your deployment uses branch switching).
Common tasks¶
- View consolidated reports across branches
- Manage institute-wide masters shared by branches
- Coordinate admissions campaigns at institute level
- Monitor subscription/features per branch
Navigation¶
Same mega-menu pattern as School: Masters, Dashboard, Reports, Preferences. Exact items depend on Role Module assignment for institute roles.
Tips¶
- Confirm which School ID / branch is active before entering transactional data.
- Branch staff may still use School login for local operations—institute login is for oversight.