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Getting Started - For Site Admins

Everything you need to get your new Educa site up and running.

Written by Educa

🔒 Site Admins only – This guide is for users with site admin access. If you don’t have site admin access, see Getting Started – For Teachers instead.

This article will cover everything you need to do to ensure your new Educa site is set up correctly for your teachers to start using.

Getting access

Once you’ve activated your site, make sure you can easily log in whenever you need to.

On your computer, save your site’s link as a bookmark. On your phone or tablet, you can add Educa to your home screen for easy access.

More information on accessing your site here: Logging into Educa

More information on accessing Educa on your mobile device here: Mobile web experience - for Teachers

Foundation - Essential

Follow these essential steps to make sure your site is ready for your teachers to start using Educa.

Make it yours - Add centre branding and details

Your centre details are visible to families, so make sure your contact information is correct. You can also add your logo and branding to personalise your Educa site.

You can update this information through Settings > Site Settings > About Us.

Create your centre structure - classes/rooms

Educa works best when you have your Children's profiles organised into classes. You can then assign Teachers to one or more classes so they can easily access their assigned children's profiles.

You can create and manage classes through Children > Classes & Groups.

Related article: Class Management

Adding Teachers

Once you’ve completed the initial site setup, you can invite other teachers to join your Educa site.

You can invite Teachers to join through Centre > All Teachers > +New Teacher.

As you are inviting them, you can assign them to their desired class so they are assigned to the correct children right away.

Activate Your Curriculum Frameworks

Choose the curriculum frameworks your centre uses so teachers can link children’s learning to relevant outcomes. Educa includes a range of preloaded frameworks, and you can also create your own.

Important configuration

Now you've completed some initial setup, it's time to start adding children, decide on privacy settings and get ready for families to join.

Creating Child Profiles

You can create child profiles through Children > All Children > +New Child.

Once you have added the Child profiles, you can assign them to classes so they are organised and Teachers can easily find the profiles.

If you have a lot of children to add, you can request us to add them in bulk after filling out a template and sending it through to us.

Related articles:

Privacy and approvals

Educa gives you the controls to decide which child profiles your teachers have access to.

By default, all teachers can access all child's profiles. If you would like to configure which profiles they can access, you can change this through Settings > Site Settings > Privacy.

You can also set up Story Approval if you want selected teachers to review stories before they are published.

Related articles:

Story Templates

By default, stories start with a blank field for your teachers to add to. There are also 2 additional fields titled "What learning is happening here?" and "Opportunities and possibilities. What's next?”. If you wish to make any changes to this, you can edit these through Settings > Site Settings > Stories.

Related article: Learning Story Settings

Adding Family Members

Now the child profiles have been created, you can start adding Family Members so they can access their child's profile.

You can send invites to Family Members through the child's profile > Invite Family.

By default, teachers and existing family members can send family invitations. You can change this setting to control who can invite family members through Settings > Site Settings > Privacy.

Related articles:

What's Next

Now that you have all the basics setup, Teachers added, Child profiles created and families added, you are good to start properly using Educa to record and share the child's learning.

Advanced Configuration

Now that your basic site setup is complete, your teachers can start using Educa to record and share children’s learning with families.

When you're ready to start exploring more of Educa, here are some areas to explore next.

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