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This guide covers institution-level management at deandesk.com/dashboard. See Institutions & Schools for how these levels relate.

Video walkthrough

This walkthrough uses the real DeanDesk interface with the fictional Northstar Academy demo school and a calm, AI-generated English voice. Payments and outside services are not connected in the demo.
Screenshots use fictional Northstar demo data. Payment and integration screens illustrate the demo setup; no live transactions or connections are shown. The institution dashboard at deandesk.com/dashboard manages your organization, its schools, and its Identities. Sign in with an institution Identity and confirm the selected institution before making changes. Institution access is separate from a school User’s roles.

Overview

Overview lists the platforms and Identities in your institution. A platform card shows its name, host, location when provided, and sales currency. Click the card to open its details or Admin Console to enter that school’s administration portal. An Identity row opens that person’s institution record. When the institution has no platforms, Start or continue school setup opens the guided platform creation workspace. The welcome tutorial introduces institutions, schools, and accounts; you can finish or skip it.
Northstar demo: Overview

Northstar demo — Overview

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Find a person

Use the header’s global search to search across institution Identities and school Users. The two result tabs preserve the distinction between account types. See Global search. Expand Memberships, Finance, or Settings to see their pages. Projects also lists available projects as direct sidebar shortcuts. Those shortcuts open the project’s Schedule, Feed, and Drive workspace. The table below lists each sidebar destination and its guide. Detail views and conditional tabs are documented within those guides. Availability and editing actions depend on your institution role.

Main sidebar pages

Memberships pages

Finance pages

Settings pages

Detail pages and task views