Lone Star School of Allied Health · 2 campuses
Settings overview
Setup checklist
9 of 12 done
School profile and campuses
Legal name, OPEID, 2 campuses
Branding
Logo, colors, domain
Users invited
24 staff, 2 invitations pending
Roles reviewed
Using Otto templates, 1 custom role
Second administrator added
Recommended so the school is never locked out
Programs and terms
6 programs, catalog 2026-27
Attendance and SAP rules
Texas rule pack 2026.4
Approvals profile
TWC, BPPE, ACCSC, Title IV, WIOA, VA
Payments (Stripe)
Charges and payouts enabled
Phone numbers and texting
Text registration in carrier review
Single sign-on
Optional Google Workspace or Microsoft Entra setup
Data import
Students and balances imported Sep 28
Settings areas
Users
Invite staff, change roles, offboard.
24 active · 2 invited
Roles and permissions
What each role can see and do.
13 roles · 1 custom
Security and administrators
Sign-in, two-step verification, admin safeguards.
1 administrator: add a second
Branding
Logo, colors, school domain.
Lone Star blue · lonestar.ottolms.com
Approvals and reports
Agencies you report to.
6 approvals · 9 reports scheduled
Phone numbers and texting
School numbers, ring groups, text registration.
Registration in review
Notification defaults
What staff and students hear about, and how.
Daily summary default
Payments
Stripe account, payment plans, receipts.
Payouts to Chase •••4410
AI settings
Which AI features are on, and private AI mode.
Tutor on in 9 of 14 courses
Integrations
QuickBooks, calendar sync, outside tools.
2 connected
Data and privacy
Directory information, retention, exports.
Retention schedule 2026.4
Plan and billing
Otto subscription and add-ons.
Growth · 128 active