Account Setup

This guide will walk you through the process of setting up your EduDesk account and getting started with the platform.

Creating Your Account

For New Schools

If your school is not yet registered in the EduDesk system:

  1. Go to https://edudesk.org

  2. Click "Sign Up" in the top-right corner

  3. Select "Register a New School"

  4. Complete the school registration form:

    • School name

    • Address

    • Contact information

    • School type (Public, Private, Charter, etc.)

    • Number of students and staff

  5. Create your administrator account:

    • Full name

    • Email address

    • Password (must meet security requirements)

  6. Review and accept the terms of service

  7. Click "Register School"

  8. Verify your email address by clicking the link sent to your inbox

  9. After verification, you'll be directed to the subscription selection page

  10. Choose a subscription plan (Basic, Pro, or Premium)

  11. Enter payment information

  12. Complete the setup process

For Existing Schools

If your school is already registered in EduDesk:

  1. Ask your school administrator for an invitation link

  2. Click the link in the invitation email

  3. Create your account:

    • Full name

    • Email address (must be your school email)

    • Password

  4. Click "Create Account"

  5. Complete your user profile:

    • Department/Grade

    • Role

    • Contact information

  6. Click "Complete Profile"

Single Sign-On (SSO) Setup

For schools using Google Workspace or Microsoft 365:

  1. Go to https://edudesk.org

  2. Click "Sign In with Google" or "Sign In with Microsoft"

  3. Grant the necessary permissions

  4. Complete your user profile if this is your first login

  5. You'll be automatically connected to your school's EduDesk instance

User Roles and Permissions

When setting up accounts, users are assigned specific roles that determine their permissions:

Teacher/Staff

  • Submit and track their own tickets

  • Access the knowledge base

  • View announcements and updates

IT Staff

  • View and manage tickets

  • Create knowledge base articles

  • Generate basic reports

IT Administrator

  • Full ticket management

  • User management within their school

  • Access to all reports and analytics

  • Knowledge base administration

  • System configuration

School Administrator

  • View all tickets and reports

  • Manage subscription and billing

  • Add/remove users

  • Configure school settings

Super Administrator

  • Manage multiple schools

  • System-wide configuration

  • Access to all features and settings

First-Time Login

After creating your account and logging in for the first time:

  1. Complete your user profile with any additional information

  2. Take the optional guided tour to learn about key features

  3. Set communication preferences for notifications

  4. Bookmark the EduDesk URL for easy access

  5. Download the mobile app (if available for your role)

Password Management

Setting a Strong Password

Your password must meet these requirements:

  • At least 8 characters long

  • Include at least one uppercase letter

  • Include at least one lowercase letter

  • Include at least one number

  • Include at least one special character

Resetting Your Password

If you forget your password:

  1. Click "Forgot Password" on the login page

  2. Enter your email address

  3. Check your email for a password reset link

  4. Click the link and create a new password

  5. Log in with your new password

Password Expiration

For security purposes:

  • Passwords expire every 90 days

  • You'll receive email reminders starting 7 days before expiration

  • You cannot reuse your previous 5 passwords

Multi-Factor Authentication (MFA)

For enhanced security, we recommend enabling MFA:

  1. Go to "My Profile" after logging in

  2. Click "Security Settings"

  3. Select "Enable Multi-Factor Authentication"

  4. Choose your preferred method:

    • SMS verification

    • Authenticator app

    • Email verification

  5. Follow the setup instructions

  6. Test the MFA process

  7. Save your backup codes in a secure location

Account Recovery Options

To ensure you can always access your account:

  1. Go to "My Profile" > "Security Settings"

  2. Add a recovery phone number

  3. Add a secondary email address

  4. Set up security questions (if available)

  5. Generate and save backup codes

Updating Your Profile

Keep your profile information current:

  1. Click on your name in the top-right corner

  2. Select "My Profile"

  3. Update your information:

    • Contact details

    • Department/role

    • Profile picture

    • Notification preferences

  4. Click "Save Changes"

Getting Help

If you encounter issues during the account setup process:

  • Check the FAQ section on the login page

  • Click "Help" in the bottom-right corner of any page

  • Email support@edudesk.org

  • Contact your school's IT administrator

Next Steps

After setting up your account:

  1. Familiarize yourself with the dashboard

  2. Review the user guide for your role

  3. Create your first ticket or explore the knowledge base

  4. Set up notification preferences

  5. Connect with your IT team

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