Enterprise Onboarding
This guide is for customers who have purchased the Classe365 Enterprise Onboarding service.
Welcome to Classe365! Our Enterprise Onboarding team will work with you to configure your account and ensure your institution is ready to go live.
To begin, please complete the steps below and provide the requested information. Once we've received everything, we'll start setting up your Classe365 account.
What to Expect
Your onboarding journey includes:
Account branding and customisation
Academic structure setup
Student, teacher, and administrator data migration
CRM form configuration
Google Workspace or Microsoft 365 integration
Product training sessions
Once all required information has been submitted, our onboarding team will begin configuring your account.
Step 1: Account Customisation
Personalise your Classe365 portal with your institution's branding.
Landing Page Banner
The landing page banner is displayed on your institution's login page.
Requirements
Recommended size: 2279 × 1080 px
Maximum file size: 500 KB
Organisation Logo
Your logo will appear throughout the platform.
Requirements
Recommended size: 90 × 90 px
Maximum file size: 500 KB
Organisation Details
Please provide:
Organisation Logo (90 × 90 px)
Banner image to be on your account landing page (2279 × 1080 px)
Institution Name
Address
Country
Phone Number
Institution Email Address
Step 2: Academic Structure Setup
Your academic structure forms the foundation of your Classe365 account.
Please provide:
Courses
Grades or Programmes
Classes
Semesters (if applicable)
Divisions or Sections (if applicable)
Resources
⬇️ Download Academic Structure Template - Complete the file and send to your onboarding specialist
▶️ Watch Setup Video
Step 3: Student, Teacher & Administrator Records
To prepare your account, please complete the following templates.
Student Data
Provide:
Student information
Course or class enrolments
Required student fields
⬇️ Download Student Template - Complete the file and send to your onboarding specialist
Student Data - List of students with courses they belong. This also includes necessary fields that you need in the system.
Teacher Data
Provide:
Teacher information
Subjects taught
Required teacher fields
⬇️ Download Teacher Template - Complete the file and send to your onboarding specialist
Teacher data - List of teachers and subjects the teach. This also includes necessary teacher fields that you need in the system.
Administrator Data
Provide:
Administrator details
User roles
Permissions
⬇️ Download Administrator Template - Complete the file and send to your onboarding specialist
Admin data - List of administrators with the required permissions.
Step 4: CRM Forms
If your institution currently uses enquiry or application forms, we can recreate them in Classe365.
Please send us:
A sample enquiry form
A sample application form
A link to your existing website form (optional)
📖 CRM Documentation
Step 5: Google Workspace or Microsoft 365 Integration
Please let us know which platform you'd like to integrate with.
Choose one:
Google Workspace
Microsoft 365
📖 Integration Documentation
Step 6: Product Training
Once your account is being configured, schedule a training session with our onboarding team.
During your session we'll:
Review your account setup
Walk you through key features
Answer onboarding questions
Share implementation best practices
📅 Book Your Training Session
Recommended Training Sessions
Depending on your implementation, we recommend training for:
Teachers
Registrars
Finance & Accounts
Administrators
Your onboarding specialist will help you determine which sessions are appropriate for your institution.
Summary of Information Required
Once you've completed the templates, please send us:
Logo
Landing page banner
Academic Structure Template
Student Template
Teacher Template
Administrator Template
CRM Forms (if applicable)
You can submit these directly to your onboarding specialist or reply to your onboarding email
Change Management
A successful implementation involves more than configuring software. It also requires preparing your team for the transition.
We recommend:
Identifying key stakeholders and assigning responsibilities
Developing a rollout plan with timelines and milestones
Communicating the implementation plan early
Providing training and support for staff
Monitoring adoption and gathering feedback after launch
For more guidance, refer to our Change Management Guide.
Need Assistance?
If you have any questions during your onboarding, your Enterprise Onboarding Specialist is here to help.