Modmath Enterprise - Admin Portal Guide

This article is for school and organization IT administrators. End users do not have access to the Modmath Admin Portal.

The Admin Portal is located at app.modmath.com/admin. Sign up for an Admin Portal account at modmath.com/for-schools. You will receive an email with a link to set up your account.

TABLE OF CONTENTS

1. Setting Up Your Account
2. Signing In
3. Organization Settings
4. Manage End Users
5. Organization Summary
6. Purchase License and Seats
7. Manage Admin Staff
8. Your Account
9. Get Additional Support

1. SETTING UP YOUR ACCOUNT

Your setup email contains a link to the account setup page. Setup creates your sign in credential. It does not sign you in.

1. Open the setup link from your email.
2. Choose how you want to sign in:
   1. Continue with Google or Continue with Apple. This links your Google or Apple account to your admin account.
   2. Or set a password. Enter a password and click Set password.
3. You are taken to the sign in screen. Sign in with the method you just set up.

If your setup link has expired, contact support for a new invite.

2. SIGNING IN

Go to app.modmath.com/admin and sign in.

With Google or Apple: Click the provider button. You are signed in immediately.

1. With email and password:
   1. Enter your email and password and click Sign in.
   2. For security, we then email you a verification link to make sure it's you. The screen says "Check your email."
   3. Open the link in the email. You are signed in and taken to the portal.
   4. If the email does not arrive, check spam or click Resend link.

Forgot your password? Click Forgot password on the sign in screen and follow the email instructions.

3. ORGANIZATION SETTINGS

Sidebar: Organization Settings.

• Update your organization's details:
  • Edit any field: Organization name, Phone, Street address, Apt / Suite, City, State / Province / Region, Postal code, Country.
  • Click Save changes.

Note: Organization name is required. The billing address for invoices is collected separately at checkout.

The Organization contacts card lists the admins who can access your organization. Admin access is managed in Manage Admin Staff.

4. MANAGE END USERS

Sidebar: Manage End Users.

The top of the page shows your seat counts:

• Total seats: every seat your organization holds, with a breakdown of lifetime, trial, and purchased seats.
• Seats rostered: seats currently assigned to users.
• Open seats: seats ready to assign.

Rostering a user and assigning a seat are separate steps. Rostering adds the user to your organization. Assigning a seat gives them access and sends their setup email.

Add a single user

1. Enter the user's email address in the Email field.
2. Click Create end user.
3. The user is added to the table. No email is sent at this step.

Bulk import users

1. Click Bulk import.
2. Select a CSV file of email addresses, one per row. A header row named "email" is ignored automatically.
3. Review the result. Rows that cannot be imported (for example, an address that already exists) are skipped, and a summary lists each skipped address with the reason.

Assign a seat

1. Find the user's row and open the actions menu (the three dots at the right).
2. Click Assign to seat.
   One open seat is allocated to the user, and the user receives an email with a link to set up their Modmath account. The setup link is valid for 14 days and can only be used once. On the setup page the student chooses Google, Apple, or a password, then signs in at app.modmath.com.

Resend a setup link

• If a student lost the email or the link expired, open the row's actions menu and click Resend setup link. A fresh setup email is sent. This is only available for users with an assigned seat.

Remove a user from a seat

• Open the row's actions menu and click Remove from seat. The seat returns to your open pool and can be reassigned right away.

Edit a user's email

• Open the row's actions menu, click Edit, change the address, and click Save.

Delete a user account

• Open the row's actions menu, click Delete account, and confirm. This permanently deletes the user and all associated data, including any seat assignment. This action cannot be undone.

Seat types in the table

1. Managed by organization: the user's access is controlled by your seats.
2. Self managed: the user has their own personal Modmath subscription. Their access does not use one of your seats.
3. Staff admin: the row is a portal administrator, not a student.

5. ORGANIZATION SUMMARY

Sidebar: Organization Summary.

License Summary

• Shows your license state (active, trial, pending, or expired), total seats with the lifetime, trial, and purchased breakdown, seats currently assigned, license start date, and license expiration date.

Invoice Status

• Shows your current or most recent invoice: invoice number, amount due, due date, payment status, and PO number if one was provided. Click View Invoice & Receipt to open the invoice and receipt in Stripe, where you can download a PDF.

Invoice History

• Lists every past and current invoice. Click View on any row to open that invoice.

6. PURCHASE LICENSE AND SEATS

Sidebar: Purchase License & Seats. The page adapts to your license state.

Buy a license (new organizations, expired licenses, and trial conversions)

1. Enter the number of Seats you need. The pricing tier is selected automatically from your seat count, and the per seat price updates as you type.
2. Choose a Duration of 1, 2, or 3 years. Longer terms include a per seat discount.
3. Review the per seat price and estimated total.
4. Optional: enter a PO number. A PO number cannot be added to the invoice after payment, so add it now if your organization needs one.
5. Click Pay now to pay by card through our payment processor, Stripe. Your license activates as soon as payment completes.
6. Or click Generate quote to download a quote PDF for your purchasing or accounting department before paying.

If your organization is on a trial, this form is titled "Convert your trial to a paid license" and works the same way.

Add seats (organizations with an active paid license)
Added seats expire together with your current license, so everything renews on one date. Pricing is prorated to the days remaining in your term.

1. Enter the number of seats in Seats to add. The prorated per seat price and estimated total are shown.
2. Optional: enter a PO number.
3. Click Pay now to check out, or Download quote for a quote PDF.
4. New seats are available to assign as soon as payment completes.

Extend your license

• Use the Extend License section to buy your next term early. The new term is added to your current end date, so no time is lost. The form works like the buy form above: choose seats, duration, optional PO number, then Pay now or Generate quote.

Expiry and renewal

• Licenses do not renew automatically. Starting 30 days before your expiration date, a banner in the portal reminds you to extend. After expiry, your students keep access for a 7 day grace period while you renew. After the grace period, access is paused until you purchase a new license. Org admins also receive a reminder email about 14 days before the license ends.

7. MANAGE ADMIN STAFF

Sidebar: Manage Admin Staff.

Give a colleague access to the Admin Portal:

1. Click Invite staff.
2. Enter their name and email address and send the invite.
3. They receive an email with a setup link and follow the same account setup and sign in steps described above.

The staff directory lists your portal admins. You can search and filter the list by email and role.

8. YOUR ACCOUNT

Click your profile icon in the top right of the portal:

1. Account Settings: update your name and profile details.
2. Security: change your password.

9. GET ADDITIONAL SUPPORT

Need help? Submit a support ticket on our HelpCenter and our team will get back to you.