Apply for Onboarding
Apply for Onboarding
Want to manage a school, a grade, or a class with CSMS? Anyone can apply — you don't need an account first. Just enter your school (and the grade / class you want to manage). Once your application is approved, the system creates your account and emails you the login details.
Step 1: Decide which scope you need
CSMS supports three scopes. What you fill in determines the role you get:
| You want to manage | What to fill in | Your role after approval |
|---|---|---|
| A whole school | School name only | School admin — manage all grades and classes in that school |
| A single grade | School name + grade name | Grade admin — manage the classes in that grade |
| A single class (e.g. homeroom teacher) | School name + grade name + class name | Class admin (homeroom teacher) — manage your class's students, scores, and seating |
Rule of thumb: the more specific you are, the more focused your management scope. School name only means you're applying for the whole school.
Step 2: What you'll need
- School name (required; the full official name is recommended)
- Grade name / class name (optional — depends on the scope above)
- Your name (required; used to generate your login account)
- Contact email + email verification code (required; used to send your onboarding notice)
- Reason for applying (required; a brief description is fine)
- Contact phone number (optional)
Step 3: Submit and wait
What happens after you submit
- Waiting for review: your application is queued for review by the platform admin; you'll be notified by email.
- Approved: you'll receive an onboarding email containing your login account, initial password, and School ID. The system has already set you up with the role matching the scope you applied for (school / grade / class admin).
- Rejected: you'll also get an email explaining why. You can fix the information and submit a new application.
Already applied for by someone else? If the school (or grade / class) you applied for already has an admin, the system shows you their contact details — reach out and ask them to add your account instead of applying again.
Your first login
Change your password on first login
The initial password in your onboarding email is system-generated — anyone who has that email can use it to sign in as you. Change it right after logging in, before you start managing anything.
- Change your initial password (it's in your onboarding email; the system will prompt you to change it).
- Continue building out your structure based on your role:
- School admin → create grades and assign grade admins, see
- Grade admin → create classes and assign homeroom teachers, see
- Class admin → import your student roster, see and
Pick your situation
- — you become a school admin
- — you become a grade admin
- — you become a homeroom teacher
Onboarding checklist
Once onboarded, see for role-specific daily usage.
