As an administrator, you have the ability to edit settings for your account and can choose to lock or allow entities below you from further editing. If you have the highest level of access for your account, you have unlimited access to control all settings. Please note that if you are an administrator but there is someone with higher access than you (such as Account Manager), you might not be able to fully edit settings if they've been locked from above.
When you go to Settings, you'll see five sections:
A. [Entity] Name
If you need to change the name of an entity (this could be an account, organization, center, or classroom depending on your access level) at any point, simply click on the edit (pencil) icon and update the name!
B. Period Settings
In the Period Settings, you can set and update your year and period settings, and configure editing access. You can learn more about updating your period and year settings here.
If you plan to take advantage of the integrated family engagement features within COR Advantage, this is an important section to review! In the Messaging settings section, you can turn on the Digest and Family Drop Off features. Click here to learn more!
D. View [Entity] Settings
You can clearly see which entities have your default settings, and which entities have customized their settings. Of course, if you've locked the customization settings, you should only see "Default" listed! If you'd like to look at any of the entity settings in detail, simply click on the entity name. You can view, or even override, the settings this way!
E. Add [Entity]
Need to create a new organization, center, or classroom? Simply click "Add [entity]" and type the appropriate name!