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01

Creating and managing job postings

Each job posting is an open position at the school. The form captures the role description, requirements, application instructions and posting metadata. Creating a posting Go to Jobs → New posting. Fields Title — the role as it appears in …

02

Identity providers and SSO

Single sign-on (SSO) lets staff, students and parents log in to PortalHQ using their existing school identity — Microsoft, Google, or your school’s own identity provider — rather than maintaining a separate PortalHQ password. SSO is one of the highest-leverage …

03

PortalHQ APIs

PortalHQ exposes REST APIs so other systems at your school can read (and in some cases write) PortalHQ data. Common uses: feeding co-curricular participation into a reporting dashboard, pulling slip submissions into a compliance system, pushing data from PortalHQ into …

04

Edge integration

Edge is a K-12 SIS used by schools in New Zealand. PortalHQ’s Edge integration provides SIS data sync for New Zealand schools using PortalHQ. What PortalHQ reads from Edge Students — name, year level, gender, date of birth, status. Parents …

05

Compass integration

Compass is a K-12 SIS used by Australian schools, particularly in Victoria. PortalHQ’s Compass integration pulls students, parents, staff, classes and timetables. What PortalHQ reads from Compass Students — name, year level, gender, date of birth, status, photo. Parents — …

06

Wonde integration

Wonde is an SIS data aggregator — rather than connecting PortalHQ directly to your SIS, you connect Wonde to the SIS, and PortalHQ connects to Wonde. This adds a layer but means PortalHQ can integrate with any SIS Wonde supports …

07

Sentral integration

Sentral is a K-12 SIS used widely in Australian schools, particularly in NSW. Beyond pure SIS data, Sentral also handles attendance, behaviour and wellbeing notes — some of which can flow into PortalHQ. What PortalHQ reads from Sentral Students — …

08

Edumate integration

Edumate is a K-12 SIS used by Australian schools. PortalHQ’s Edumate integration pulls students, parents, staff, classes and timetables from Edumate on a daily and hourly schedule. What PortalHQ reads from Edumate Students — name, year level, gender, date of …

09

Synergetic integration

Synergetic is a widely-used K-12 SIS in Australia. PortalHQ’s Synergetic integration pulls people, classes and timetables from Synergetic and writes selected data back where supported. What PortalHQ reads from Synergetic Students — name, year level, gender, date of birth, status, …

10

TASS integration

TASS (The Alpha School System) is one of the most widely-used K-12 SIS systems in Australia. PortalHQ’s TASS integration pulls people, classes and timetables from TASS and writes co-curricular activity enrolments back so they appear on student transcripts and reports. …

11

Reviewing and exporting submissions

Submissions are filled-in forms — one per user per fill. The submissions view is where staff read responses, follow up where needed, and export the data for analysis or archive. Where to find submissions Go to Forms → Submissions. The …

12

Publishing and targeting forms

Designing the form is half the job. The other half is making sure the right people see it and the wrong people don’t, that it’s available when needed and closed when it isn’t. Publishing state Forms have three states: State …

13

Organising forms with categories

A school can easily end up with 50, 100 or 200 forms over a few years. Without categories, the user-facing forms list becomes an unmanageable wall of links. Categories group forms together so parents, students and staff can find what …

14

Creating a form

A form is a sequence of fields you ask users to fill in. The Forms module’s designer is drag-and-drop — pick a field type, drop it on the form, configure it. Starting a new form Go to Forms → New …

15

Adding and managing links

A link is a single entry on the dashboard. Each link points to a URL, an internal page or a mobile app, and is assigned to a link category that groups related links on the dashboard. Where to manage links …

16

Setting up link categories

Link categories are the headed groupings on the dashboard. Each link sits inside exactly one category, and categories appear as labelled sections on the user’s dashboard. Where to manage categories Go to Dashboard → Categories. The list shows every category …

17

The large-screen and responsive bus displays

The bus module includes two public-facing displays designed for students to see at the bus stop. They show the same data as the staff dashboard but in a read-only, high-contrast format suited to a large TV or a student’s phone. …

18

Using the bus arrivals dashboard

The arrivals dashboard is the staff-facing screen used at pickup time each afternoon. It shows every bus due today, lets staff tap to mark arrived / called / departed, and updates the public displays in real time. Opening the dashboard …

19

Setting up buses and bus companies

The bus list is a one-time setup task. Once your fleet is configured, the daily arrivals dashboard works automatically — you only come back here when a route changes. Where to manage buses Go to Buses → Manage. The list …

20

Reviewing parent submissions

Every time a parent calculates fees and asks for an email copy, PortalHQ saves the submission — their name, contact details, the children they entered and what was calculated. The submissions list is a lightweight lead pipeline for prospective families …

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