Onboarding and people
Set up access, classes and learners, then practise the first teaching week in order.
Checked on 29 October 2026
Set up the school, understand user roles and connect teachers, learners and families to the right classes.
Guides in this section
- Sign in and choose your school workspace
- Prepare your school setup checklist
- Understand user types and permissions
- Add and invite users
- Set up teacher and class teacher access
- Set up leadership and administrator access
- Review pending invitations and joining
- Create classes and streams
- Allocate teachers to classes and learning areas
- Add a learner
- Import a checked learner list
- Correct learner records and class placement
- Work through your first school week
Overview
Start with your school and user roles. Prepare the current-year classes, invite staff, confirm teaching responsibilities and place learners in the right class. Each guide explains the fields, earlier setup, saved-record checks and common problems for its task.
Follow the numbered guides from sign-in to the first-week checklist. If a step is already complete, check it with the person responsible before moving on. A role, invitation, class assignment and learning-area allocation are separate parts of setup.
Before you start
Bring the school’s agreed structure, checked staff contacts and learner list. Confirm the national or enabled international curriculum and current year with the administrator. Use the exact curriculum names that apply to the school.
If a choice is missing, start with the school, role, year, curriculum and existing allocations. Resolve the setup question before creating another school, user or learner record.
