Welcome to your Mana journey! As leaders in your organisation, you play a key role in bringing Mana to life at your centres. Setting things up properly now means less admin later, smoother workflows for your team and more time to focus on what matters most: supporting children’s learning and growth.
This guide will walk you through everything you need to get your organisation and centres Mana-ready.
To get the best out of training, we recommend you complete all actions in this guide before your centre’s training session.
To start, let’s bookmark the Mana help centre, your one-stop shop for all of your ongoing Mana support needs: https://help.makemana.com/en/
You will see these icons used throughout the guide:
✅ Green tick: key action to complete
📖 Book: read more for further support
💡 Light bulb: tips & tricks
⚠️ Exclamation point: take note
Organisation account and billing set up
Setting up your organisation account and billing details is quick and easy. It helps us tailor the platform to your team, makes sure the right people have access, and keeps your subscription running smoothly without interruptions.
✅ Create your organisation's account in Mana
Log into your Mana account and select your Profile Icon > Settings > Team
Scroll down to your 'Analytics and Billing' section and select Create an Enterprise
Enter your Org Name and select your Country (e.g., Australia), an enter the access token provided to you by the Mana team to complete the organisation setup
✅ Add your billing information to Mana
After creating the account, you will be prompted to enter credit card details for billing. Add and confirm your payment method to proceed.
💡 You can pay for your organisation's Mana subscription on a monthly basis (using a credit card) or via invoice (upfront for a year in advance). If you are paying by invoice, the Mana team will apply this as a credit to your account and you will only be required to add a credit card as a back up only.
Parent consent
At the heart of our approach is the belief that children learn best when teachers and families work together. Parent consent honours that partnership, protects privacy, and gives confidence in how Mana is used, enabling your centre to activate Mana fully and set every child up for success.
✅ Obtain parent and guardian consent to support your Mana rollout
📖 If you are rolling out Mana Teachers only, check out our sample letter and consent form here: A letter to families and consent form (Mana Teachers)
📖 If you are rolling out Mana Teachers and Mana Families, check out our sample letter and consent form here: A letter to families and consent form (Mana Teachers & Mana Families)
Set up your centres in Mana
Adding multiple centres to your organisation can be a time-consuming task if done individually. Mana supports you to add all of your centres at once using bulk upload.
✅ Add all of your centres to Mana via a bulk upload
This includes a bulk upload csv template
⚠️ Bulk uploading teams is available only to the Organisation Manager
Bulk uploading educators and children
Use the bulk upload option to add all children and educators to your enterprise account quickly and accurately. This saves significant time, ensures no one is missed and prepares your centre for immediate use of Mana.
⚠️ We recommend that this step is done by head office (or equivalent) for consistency and to save Centre Managers time. However, this can be delegated to centres if required.
✅ Add all of your children to Mana via a bulk upload
📖 Read more: How to bulk upload Children into your Centres
This includes a bulk upload csv template
✅ Add all of your educators/teachers to Mana via a bulk upload
📖 Read more: How to bulk upload educators into an organisation
This includes a bulk upload csv template
Personalising your organisation in Mana
✅ Add your centres into “groups” in Mana
💡 Organising your centres into groups within Mana is a great way to manage different centre's efficiently. Groups allow you to set specific philosophies and frameworks for each set of centres, making it especially useful if your centres operate in different states or regions with varying educational frameworks or if they have different philosophies.
✅ Add your organisation’s writing style (if you have one)
📖 Read more: How to set the writing style for you organisation
✅ Add your organisation’s philosophy
📖 Read more: How to set the philosophy for your organisation
✅ Add your organisation’s learning frameworks
