Admin Guide

1. Open Academics → Eagle Bank and choose Staff, Admin & Teachers (or go to the Employee Portal under Portals).

2. Sign in with your school email and password. You'll land on the Eagle Bank dashboard.

3. If you see "No Eagle Bank Access," another administrator needs to assign you the Super Admin role first.

Only staff with a role can use the internal portal. Parents and students do not need a user account — they log in with the 3-digit code + PIN.

1. On the Admin Dashboard, open the User Roles tab.

2. Find each staff member and use the dropdown to assign their Eagle Bank role:

• Super Admin — Full control (you).
• Teacher — Roster upload, POS register, process transactions, issue paychecks. This is the role for teachers and support staff who run the bank.
• Student Banker — A student MicroSociety job: submit deposits/withdrawals for teacher approval.
• Student Viewer / Parent — limited read-only access.

Set to "— No Access —" to remove access. New staff must be invited to the platform before they appear here.

There are three ways students get accounts — you can use any of them:

• Roster upload (main way) — Teachers usually do this from the Teacher Dashboard → Upload Roster tab. The system auto-generates a 3-digit code + 4-digit PIN for each student and prints a sheet of cards to hand out.
• Self-registration — A student goes to the portal → "Create your code & PIN" with their parent. It lands in Student Approvals (Academics → Eagle Bank, or /eagle-bank/student-approvals). Review and Approve so they can log in, or Reject with a reason.
• Manual New Account — On the Admin Dashboard → Accounts tab, the New Account form creates one account and auto-generates a 3-digit code + 4-digit PIN shown on screen — handy for a late enrollee. Parent email is just for your records (parents log in with the child's code + PIN).

1. On the Admin Dashboard, open the Paychecks tab.

2. Enter the Amount per student and the Pay Period (defaults to the next 15th or 30th).

3. Choose a Scope — all grades or a single grade. The preview shows how many active students will be paid.

4. Click Issue Paychecks. Every selected student is credited instantly, and a paycheck transaction is recorded.

Run this on the 15th and 30th of each month. No emails are sent to parents — they check the portal themselves.

Two kinds of items may wait for approval:

• Pending transactions (Student Banker deposits/withdrawals) — review on the Admin Dashboard → Pending tab; approve or reverse.
• Check deposits — students upload a photo of their paycheck from the portal. Review on the Check Deposits page (/eagle-bank/check-deposits): verify the photo and amount, then Approve to add the Eagle Bucks or Decline.

1. Find the transaction in the Transactions tab or the student's Transaction History.

2. Click Reverse and type a reason (required — logged in the audit trail).

3. Confirm. A correction entry is created and the balance adjusts back.

Reports tab: Total Eagle Bucks in circulation, paychecks issued, deposits, withdrawals, purchases, fines, and taxes — plus balances by homeroom.

Audit Log tab: Every action (create, approve, reverse, cancel, roster upload, paycheck issue, role change) is recorded with who, what, and when.

Admins can run the POS register too — go to /eagle-bank/pos or click Open POS Register from the Teacher Dashboard. Charge a purchase, add a Good Deed Bonus, or record an office cash deposit (see the Teacher Guide for full POS steps).