Who this is for: School administrators, IT leads, or whoever is setting up and managing Orah for your school.
Time to complete: Work through these steps across your first 1–2 weeks. You don't need to do it all at once.
Before you begin: If you haven't been invited to Orah yet, ask your school's Orah contact or reach out to our support team.
Step 1 — Get oriented
Start by getting familiar with the interface before you configure anything.
Navigating homeboards — Your main daily dashboard, the Homeboard
Orah Apps — The different Orah apps (Staff, Student, Parent, Checkpoint) and what each one does
If your school syncs data from a Student Information System, read the relevant series below after completing the core setup steps.
Blackbaud:
Veracross:
FACTS:
Step 2 — Set up your students & contacts
Importing Your Students into Orah — If your School does not use SIS to integrate with your Orah account, you can bulk importing your student database via a CSV file.
Managing the Student Database — Adding, editing, and managing student records
Creating a Tag - Manage your Student database by creating custom groupings in Orah called Tags. Users can use Tags to filter their selection of students in Orah.
Importing and Managing Contacts — Importing parent and guardian contacts
Boarding schools only:
Adding Houses to Your School Account — Setting up your houses and dorms
Updating Student House/Dorm Assignments — Assigning students to houses
Step 3 — Set up your staff
How to Invite Staff Members to Orah — Inviting teachers and staff to your account
Import Staff Users — Bulk importing staff via CSV
Creating Staff Roles and Setting Permissions — Creating role types and controlling what each staff member can see and do
Staff Roles and Permissions Best Practices — Recommended permission structures for different school types
User Settings - Attendance (Supervise) — Configuring which rolls and groups each staff member supervises
Step 4 — Configure attendance
Getting Started with Orah Attendance (Supervise) — End-to-end setup guide for the Attendance module
Attendance - General Settings — Core attendance configuration options
Configuring Daily Rolls — Setting up morning, afternoon, or evening roll checks, mostly used for Residential Life use cases.
Configuring Automatic Rolls — Automating your roll schedule, mostly used for Residential Life use cases.
Reasons — Setting up absence reason codes
Daily Attendance Policy — How the daily attendance policy is calculated
Class Attendance Roll Type Setting — Setting up class attendance linked to your timetable
Step 5 — Configure passes & leaves
Setting up Passes (admin) — Creating pass types for your school
Customizing a Pass Workflow — Setting approval workflows, endorsements, and gating rules
What are Host endorsements/approvals and how do they work? — Understanding endorsement chains
Understanding the Final Approval Options for Leave/Pass Requests — Auto-approve vs manual approval options
Pass Type - Rules — Advanced pass rules and restrictions
Step 6 — Set up alerts & notifications
Attendance Concern (Alerts) Settings — Configuring attendance alerts for absent or late students
Set notifications — Setting your own notification preferences
Setting Staff Notifications — Managing notification settings across your team
Step 7 — Configure emergency rolls
Emergency rolls are your accountability tool in a lockdown or evacuation. Set these up before you need them.
How to create an Emergency Roll? — Creating your school's emergency accountability roll
Configuring Emergency Rolls — Settings and configuration options
Emergency Rolls and Critical Alerts — How emergency rolls and critical alerts work together
Step 8 — Onboard parents & students
Inviting Students and Parents to use Orah — Sending invitations to families
Informing Parents and Students of Orah — Communication templates and guidance for rollout
Getting Started - Orah Families App — The parent-facing guide you can share directly with families
Track Parent Account Activation (Contacts Report) — Monitoring which parents have activated their accounts
Step 9 — Reporting & insights
Get started with Attendance Insights — Setting up and using the Insights module
Attendance Insights Dashboard — Understanding your attendance data at a glance
Attendance Records Page — Viewing and filtering individual attendance records
Introducing Reports and Dashboards — Creating and customising reporting dashboards
Step 10 — Prepare for the new school year
Preparing For A New School Year — Year-start checklist and data reset process
Orah Account Checklist - Boarding School — Full boarding school account checklist (boarding schools)
Boarding schools — additional setup
If you're a boarding school, do these steps in addition to the core track above.
Getting Started with Orah (Boarding) — Full boarding onboarding overview — start here
Boarding Basics: How Orah Works — How the boarding module is structured
Users and Roles Overview (Boarding) — Recommended role structures for boarding schools
Setting Up Orah for Boarding Schools — Step-by-step boarding configuration guide
Mapping out your campus – creating zones and locations — Setting up campus zones for location tracking
Setting Default Locations — Assigning default student locations
Preparing for Go-Live – Boarding Schools — Pre-launch checklist
First Week Best Practices — How to manage the first week after launch
Need help?
If you get stuck at any point, reach out to our support team via the chat icon in Orah, or visit the Orah Help Center.
