Welcome to Orah! This guide is designed to help you configure your Attendance Insights setup specifically for Blackbaud. By the end of this flow, your data will be syncing seamlessly, and your team will be ready to monitor student trends.
The configuration phase ensures that Orah and Blackbaud are talking to each other correctly and that your users have the right permissions.
1. Integrating Orah with your Blackbaud Account.
Before we can analyze data, we need to establish a secure connection between your systems.
Creating your Orah account as the first Orah user from your School.
2. Setting up your Integration: Connect Orah to your Blackbaud environment. - Setting up your Blackbaud Integration
3. Understanding Scopes & Objects: A look at what data (Students, Classes, Attendance) Orah pulls.
4. Setting up Single Sign-On (SSO): Enable your staff to log in using their Blackbaud credentials. - Single Sign-on Orah
2. User & Access Management
Now that the pipes are connected, we need to decide who can access the system and what they can see.
Staff, Student & Contact Setup: Create staff roles (Admin vs. View-only), manage your student and contact database, and invite users to the platform.
3. Data & Branding
To get accurate insights, we need to organize your Staff, Student and Contact database.
Manage student tags, customize Orah’s appearance, and configure your preferred login method.
4. Attendance Logic & Workflow
This is where the "Insights" come to life. We map your Blackbaud attendance codes to Orah's logic.
Mapping Reasons: Ensure a "Late" in Blackbaud reflects as a "Late" in Orah.
Configuring Passes: Define why students are moving (e.g., Medical, Late).
5. Hardware & Checkpoints
If you are tracking physical movement on campus, you'll need to set up your kiosks.
Setting up a Checkpoint Kiosk: Configure a dedicated station for student check-ins.
Next Steps
Now that your configuration is complete, you are ready to move on to the Actual Usage phase, which is standard across all platforms.