Choose the correct workspace
Confirm the school name and academic year before changing records.
Oversee the platform by confirming the school workspace, maintaining academic structure, managing access, reviewing results, and controlling publication.
Confirm the school name and academic year before changing records.
Open Payments & activation to enable Production M-Pesa checkout and automatic activation. New school registration generates a centre code from the registration year, official county code, and next sequence. Sandbox payments cannot activate real school accounts; the protected Azure environment must contain the approved Production credentials.
Maintain grades, streams, learning areas, and terms before data entry begins.
Create or update learner records and assign each account only the role it needs.
Check reports and missing entries before using Publication control.
Never share your password, authenticator code, session link, M-Pesa PIN, or recovery information. Sign out when finished, especially on shared devices.
Examples in this guide are fictional. Do not include private learner records or credentials in support requests.