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Activating Mana as a single centre

Getting started for Centre Managers and/or Educational Leaders within a single centre

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Written by Anya
Welcome to Mana banner illustration

Welcome to your Mana journey! As the leader of your centre, you play a key role in bringing Mana to life. 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 is for Centre Managers and Educational Leaders at a single, independent centre. You'll need to be the Mana account owner (or hold a Manager role) to complete the billing and team-management steps. It walks you through everything you need to get your centre Mana-ready.

To get the best out of training, we recommend you complete all actions in this guide before your centre's training session.

πŸ’‘ Not the right guide for you?

You will need:

  • a Mana account (you'll create your centre's team from it)

  • a payment card for billing (plus any promotional codes from the Mana team)

  • a list of your children and educators for bulk upload

  • your centre's philosophy, a writing sample, and your learning framework/s

  • parent and guardian consent before uploading children

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:

βœ… Green tick: key action to complete

πŸ“– Book: read more for further support

πŸ’‘ Light bulb: tips & tricks

⚠️ Exclamation point: take note


Set up your centre account and billing

Setting up your centre 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.

βœ… Create your centre's account in Mana

  • Log into your Mana account and select your Profile Icon > Add new team

  • Enter your Centre's name and select Proceed to Payment

Profile menu showing the Add new team option

New team screen with centre name field and Proceed to Payment button

βœ… Add your billing information to Mana

After creating the account, you will be prompted to enter card details for billing. Add and confirm your payment method and any promotional codes provided to you by the Mana team to proceed.

βœ… Success check: once payment is confirmed, your new centre team appears when you tap your Profile icon. If payment fails or your promotional code isn't accepted, email [email protected] before trying again.


Update your policies and communicate your Mana rollout

βœ… Create or update your AI policy

Using Mana involves the usage of AI. As part of your activation process, you will need to examine your policies and create an AI policy or update your existing AI policy.

πŸ“– Read more: View our sample AI policy to get started

πŸ“– Read more: View Mana's privacy policy for more information

βœ… Communicate with your teams about the Mana rollout

πŸ“– Read more: Common FAQs about Mana

Communications templates for centres selected to pilot Mana


Obtain 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.

βœ… Communicate the Mana rollout with your families and obtain parent and guardian consent

πŸ“– 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)

πŸ“– 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 team and children in Mana

Use the bulk upload option to add all children and educators to your account quickly and accurately. This saves significant time, ensures no one is missed and prepares your centre for immediate use of Mana.

⚠️ We recommend the Centre Manager completes these upload steps in one sitting for consistency. Remember to obtain family consent before uploading children.

βœ… Add all of your children to Mana via a bulk upload

This includes a bulk upload csv template

Children list in Mana after a bulk upload

βœ… Add all of your educators/teachers to Mana

Team members list in Mana showing invited educators

βœ… Confirm your educators have accepted their invites to join Mana

πŸ“– Read more: Manage team members

βœ… Success check: every educator appears in your Members list without a pending invitation. If an educator hasn't received their invite, ask them to check junk/spam, confirm the email address, and re-send the invitation from the Members page.

Members list showing invitation status for each educator

βœ… Set up your centre's rooms in Mana and assign children to rooms

Creating a new group or room in Curricula

βœ… Set up your centre's stages for journeys (note: 'journeys' in Mana signifies your cycle of planning, or individual learning plans)

Customise journey stages screen in Mana

βœ… Decide whether to assign children to educators, or ask educators to mark their key children themselves

πŸ’‘ A key educator is the educator responsible for a child's planning in Mana; their assigned children are their key children. If you decide to assign children to educators, you need to enable key educator management in Mana.

⚠️ Note: if you enable this, educators will not be able to assign children to themselves, this will need to be done by management. If you decide that educators should assign children to themselves, they will be guided on how to do this in their activation material.

Key educator management setting in Mana


Personalise your centre

βœ… Finally, commence personalising Mana to your centre

This is where the magic starts to take place! Personalising Mana to your centre makes the platform more meaningful and effective. Every centre has its own routines, culture, and priorities: when Mana reflects that, educators see information that feels relevant, families feel more connected, and Mana supports your way of working.

πŸ“– Read more: Configure team settings

Team settings page in Mana

βœ… Add your centre's writing style (if applicable)

Team writing style setting with a writing sample field

βœ… Add your centre's philosophy

Team philosophy setting in Mana

βœ… Add your centre's learning framework/s

Learning framework selection in team settings

βœ… Add your centre's service type

Service type selection in team settings

βœ… Configure your team's coaching settings

Coaching settings configuration in Mana


You're ready for training when...

You have completed activation as a single centre when:

  • βœ… Your centre account is created and billing is confirmed

  • βœ… Your AI policy is in place and families have given consent

  • βœ… All children are uploaded and assigned to rooms

  • βœ… All educators have accepted their invitations

  • βœ… Journey stages, writing style, philosophy, framework, service type and coaching settings reflect your centre

If any step didn't work as described, contact us using the options below.

Need more help?

The Mana team is not far away if you need help with setup:

  • πŸ“° Visit the Mana help centre, your one-stop shop for all Mana support needs

  • πŸ’¬ Chat with us in the Mana app: tap your Profile icon, select Help & Support, then choose "Talk to a human"

  • πŸ“§ Email us at [email protected]

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