Home › Documentation

Documentation & User Guide

Everything you need to run SMS ERP — clear, illustrated, step-by-step.

Documentation › User Guide

2. Getting Started

2.1 Logging in

  • Open your browser and go to your school’s SMS ERP web address.
  • Enter your email and password.
  • Click Sign In. You will land on the dashboard for your role.
Login screen — email & password fields with the demo-account buttons below
Tip The login page shows demo accounts (Super Admin, School Admin, Accountant, Parent, Student). Click any of them to auto-fill its email and password for a quick trial.

2.2 The screen layout

Once logged in, every page shares the same frame:

  • Left sidebar — the full menu of every module, grouped by section.
  • Top bar — the branch switcher (Super Admin), the global search box, and quick icons for Communication, Email and Notifications, plus your user menu.
  • Top mega-menu — a colourful horizontal menu (Dashboard, Students, Academics, Finance, Services, Reports, Administration) that opens multi-column panels so every page is one click away.
  • Main area — the page you are working on.
  • ITA AI button (bottom-right) — your built-in assistant (Section 12).
Full dashboard showing sidebar, top bar, colourful top mega-menu and KPI cards

2.3 Switching branches (Super Admin)

  • Click the branch button at the top-left (it shows “All Branches” or the current campus).
  • Choose All Branches to see combined data, or pick a single campus.
  • The whole system now shows data for that selection until you change it again.
Branch switcher dropdown open, listing All Branches and each campus

2.4 Global search

The search box in the top bar finds any student or family instantly.

  • Click the Search students or families… box.
  • Type a name, admission number, B-Form/CNIC, family code or parent mobile.
  • Pick a result from the grouped dropdown to jump straight to that profile.
Global search dropdown showing matching students and families

2.5 Your profile & logout

  • Click your initials avatar at the top-right.
  • Choose My Profile to update your name, email or password.
  • Choose Logout to sign out securely.

Ready to see it live?

Book a free demo of SMS ERP for your school or college.

Request a Demo