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The first time an Institution Admin signs in to a new institution, the staff dashboard opens the Setup Guide at /welcome. It walks through everything an institution needs in about ten minutes. Every step can be skipped and finished later; the guide is required only in the sense that the dashboard waits for you to reach the end of it once. Leaders and IT members are never sent to the guide — it is for the admin setting the institution up.

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The nine steps

1

Welcome

What the staff site is for, the three roles in one sentence each, and the privacy promise: every performance figure is aggregated across at least 10 students.
2

Verify your institution

Shows whether the institution is already verified (by ChimeEdu, or by a domain you proved) and lets you add a domain proof. See Verify your institution.
3

Identity and campuses

Your campuses, each with its staff email domain. Add a campus from the school registry or create a custom one. A staff email domain on a campus is what turns a teacher who picks that campus at sign-up into a verified link instead of a self-claimed one.
4

Your look

Upload a square mark and a wide logo — the same uploads as Settings.
5

Your team

Invite Leaders, IT members or another admin.
6

Your teachers

Three ways teachers link to your institution: an invitation (verified on acceptance), a matching staff email domain (verified automatically), or a self-claimed link you confirm by sending an invitation to verify.
7

Network and sign-in

The allowlist your network team needs, with a copy button and a Send to IT mail action, plus a note on single sign-on.
8

Seed the library

Share the first activities and study guides, tagging each with a subject and grade band.
9

You're set

A summary of the setup checklist and where to find help.
Next saves your place, so you can close the tab and resume at the same step. Skip for now moves on without doing the step. Finish setup on the last step opens the dashboard.

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The Setup progress card

After the guide, the dashboard shows a Setup progress card until every item is done: institution verified · a campus with a staff email domain · logo uploaded · a second staff member · at least one linked teacher · no self-claimed teachers awaiting verification · a resource in the library. The items are computed from your real data every time, so they stay accurate when you do the work from the regular pages. Each undone item links to the page where it is finished. Admins can Dismiss the card, or reopen the guide from it.

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Running the guide again

Settings → Setup guide → Redo onboarding returns you to /welcome. Nothing is deleted; each step simply shows what is already in place.
If your institution was set up before September 2026 it is already marked complete — you will only see the guide if you choose Redo onboarding.