Complete the setup wizard

Complete the setup wizard

Summary: The setup wizard walks you through the required first steps of getting your account ready so you can begin record keeping. It has three steps, completed in order: create a classroom, add a student, and add that student to the classroom. You create a classroom by clicking Add classroom, naming it, setting its start and end times, and choosing its grade levels or age range. You add a student by entering a name and date of birth and noting anything like allergies. Then you enroll that student by clicking the no students link on the classroom and adding the child. When all three steps are done, you click Finish Setup and switch from your Account Admin role into your classroom role, where you can enter record keeping and track classroom activity.

Who can do this

The setup wizard runs in the Account Admin area, so it is done by the Account Owner or an Administrator setting up the account.

The way to tell is the context switcher in the upper-right corner. If you can switch to Account Admin, you can complete the setup wizard. If you only see your classroom there, you do not have permission, and you will need to ask an administrator for help.

Step-by-step

1. Open the setup wizard. The wizard shows three required steps. An arrow points to the step you are on. The first step is to create a classroom.
2. Create a classroom. Click the Add Classroom button in the top-right corner, name the classroom, adjust its start and end times if you want, choose the grade levels or age range it serves, and click Create.
3. Add a student. Click the add-a-student step, then click Add Student. Type the child's name, choose a date of birth, and add any notes such as allergies. Then click Create.
4. Add the student to the classroom. Follow the arrow back to your classroom and click the no students link. The wizard shows the child as not yet enrolled. Select the box next to the child's name and click Add to enroll them.
5. Finish setup. Click Finish Setup in the upper-right corner. The button turns yellow when all three steps are complete.
6. Switch into your classroom role. Use the context switcher in the upper-right corner to move from Account Admin into your classroom role. See "What changes when you switch roles" below.

Why these three steps are required

The setup wizard covers the basic building blocks every account needs before record keeping can begin: a classroom to work in, at least one child, and that child enrolled in the classroom. These steps must be completed before you can finish setting up the rest of your account. Once they are done, you can return to the Account Admin role anytime to add more classrooms, students, staff, and parents.

What changes when you switch roles

The Account Admin role is where you add students, edit settings, and manage your account. Your classroom role is where you enter record keeping and track classroom activity. After finishing setup, use the context switcher in the upper-right corner to move into your classroom so you can start planning and recording lessons. You can switch back to Account Admin whenever you need to manage the account.

A few things worth knowing

• The three steps are completed in order, and an arrow points you to the next step at each stage.
• The Finish Setup button turns yellow once all three steps are done, confirming you are ready to move on.
• You can set a classroom's start and end times during creation, and choose a single age or a multi-age range.
• Record keeping is only available from a classroom role, which is why you switch out of Account Admin at the end.

Related articles

• Getting started with your Montessori Compass 2.0 trial account
• Create a classroom
• Create a student
• Assign students to a classroom
• User roles and the Account Admin area

Watch the video

Here is a short video covering this topic for additional reference.