Welcome to Montessori Compass 2.0! If you've just signed up for a trial, this guide will walk you through the initial setup process so you can start exploring your new account right away.
Step 1: Activate Your Account
After completing the trial request form, you’ll receive two emails:
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Email Verification – Click the link in this email to verify your email address.
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Account Activation – Follow the second link to begin setting up your Montessori Compass account.
Click the link in the activation email to go to the Create New Account page. Fill in your name, email, and password, agree to the Terms of Service and Privacy Policy, and click Create My Account.
Step 2: Enter School Information
Next, you’ll be prompted to enter your school’s information:
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School name and address
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Time zone
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School hours (e.g., 8:00 AM – 3:00 PM)
Click Save and Continue to move to the next step.
Step 3: Select Your Assessment Scale
You’ll now choose how many levels your assessment scale will include:
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3 levels (default)
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4 levels
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5 levels
Select the option that works best for your school, then click Save and Continue.
Step 4: Complete the Setup Wizard
The setup wizard includes three main steps which you'll be guided through by following the bouncing arrow:
1. Add a Classroom
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Click the Add Classroom button in the upper-right corner.
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Name your classroom (e.g., Primary 1).
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Choose one or more Grades/Years.
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Click Create.
2. Add a Student
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Go to the Students page and click Add Student in the upper-right corner.
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Enter the student’s name and birth date (use the calendar icon for easy selection).
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Assign a Grade/Year.
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Click Create.
3. Assign the Student to the Classroom
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Clicking on step 3 will take you back to your Classrooms page.
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Click the link that says No Students under your new classroom.
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Select the student from the "Not Enrolled" list.
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Click Add.
Once added, click the yellow Finish Setup button in the upper-right corner to exit the Setup Wizard.
Step 5: Switch to a Classroom Role
To begin using record keeping features like planning and recording lessons:
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Switch your role from Account Admin to the classroom role you just created.
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You’ll now have access to tools like Quick Add for lesson planning and documentation.
You can always switch back to your admin role to continue adding students, staff, and parents as needed.