The Setup Centre is your school’s step-by-step guide to getting Compass ready for go-live. It lives on your Compass homepage and walks you through each setup task in order, tracks your progress, and links you straight to the right page for each step.
Once every task is complete, your school is ready to begin training and your sandpit period in preparation for Go Live.
Who can use the Setup Centre
The Setup Centre is visible to school administrators with setup permissions while your school is in onboarding.
Where to find it
On your homepage: The Setup Centre widget appears on your Compass homepage as soon as your school’s portal is ready.
Via Administration Tools: You can also open the Setup Centre from Administration Tools under the Cog icon in the top right of the navigation bar.
Your setup tasks
The Setup Centre lists five tasks. We recommend completing them in order, as later steps rely on earlier ones.
Import People: Bring your students, staff and parents into Compass.
Personalisation and Branding: Add your school logo and Staff/Student photos.
Authentication Setup: Set up how staff and students will log in to Compass.
Permissions Allocation: Give staff the right access for their role.
Timetable Setup: Set up your timetable and timetable sync. Your timetable sync should be configured before training begins.
Tracking your progress
Each task shows one of three statuses:
Not started: You haven’t begun this task yet.
In progress: You’ve started but there’s still more to do.
Complete: This task is finished.
The progress bar at the top of the widget shows how far through setup you are, along with an estimate of the time remaining.
Picking up where you left off
Click Continue setup to jump straight to your next incomplete task. You can also click any task in the list to go directly to its setup page, so you can work through setup at your own pace and come back any time.
When setup is complete
Once all five tasks are marked complete, your school is ready to start training and your sandpit period ahead of Go Live.
You will likely already be in touch with our Customer Success team to arrange your training and sandpit.
Need a hand?
Our Onboarding team is here to help at any point during setup. Email us at onboarding@compass.education with any questions.
If you have historical data you’d like to bring into Compass, contact the Onboarding team as early as possible. Data migration can be tricky, and we’ll work with you to make sure everything comes across accurately.