Skip to main content

Documentation Index

Fetch the complete documentation index at: https://help.elimuboraerp.com/llms.txt

Use this file to discover all available pages before exploring further.

Elimu Bora uses a role-based identity system to ensure that everyone in your school community—from the Principal to the students—has the right level of access to the information they need.

Student Management

Enroll and manage student profiles, classes, and academic history.

Staff & Teachers

Set up staff accounts, assign roles, and manage teaching assignments.

Guardians

Link parents to students and manage communication preferences.

Bulk Onboarding

Import large numbers of users quickly using CSV templates.

​
Students

Each student profile is the central hub for their academic, financial, and behavioral records.
1

Enroll a Student

Go to Students in the sidebar and click New Student. Fill in their personal details, admission number, and date of birth.
2

Assign Grade and Stream

Select the student’s current Grade Level and Stream. This determines which registers and assessments they appear in.
3

Link Guardians

(Optional during enrollment) Link the student to their primary and secondary guardians for billing and notifications.
4

Save and Notify

Save the profile. If the student has an email address, they can be sent login credentials for their own portal.
Use the Student Timeline on their profile to see a chronological history of their activities, including attendance, grades, and fee payments.
[Insert screenshot: Student profile page showing tabs for Personal, Academic, Finance, and Guardians]

​
Staff

Staff accounts represent everyone employed by the school, including teachers, administrators, and support staff.
  1. Navigate to Staff and click New Staff.
  2. Enter their personal information and contact details.
  3. Assign a Role (e.g., Teacher, Bursar, Principal). This controls their permissions.
  4. Set their Department and employee number.
[Insert screenshot: Staff assignment interface showing subjects linked to specific streams]

​
Guardians

Guardians are linked to students and have restricted, read-only access to their children’s data.
1

Create Guardian Account

Go to Guardians and click New Guardian. Provide their name, phone number, and email.
2

Link to Students

Open the guardian profile and use the Link Student action to search for and connect them to one or more children in the school.
3

Set Primary Contact

Mark the primary guardian for each student. This contact will receive all official billing communications and emergency notifications.
A single guardian account can be linked to multiple siblings across different grades, allowing the parent to switch between their children’s profiles with one login.

​
Bulk Import

For initial onboarding or new year intakes, use the Bulk Import tool to add users in seconds.
1

Download Template

Navigate to Bulk Import and download the CSV template for your user type (Students, Staff, or Guardians).
2

Prepare Your Data

Fill in the CSV with your school’s data, ensuring all required fields (like Admission Number or Phone) are included and correctly formatted.
3

Upload and Validate

Upload the file. The system will perform a validation check to highlight any errors (e.g., duplicate admission numbers or invalid grade levels).
4

Confirm Import

Once the validation passes, confirm the import to create all accounts simultaneously.
[Insert screenshot: Bulk import validation screen showing successful rows and rows with errors]

​
FAQs & Troubleshooting

Do not delete the student record. Use the Archive or Graduate action. This preserves their historical data for future transcripts while removing them from active registers and billing.
Open the user’s profile and click Resend Welcome Email or use the Reset Password action.
Yes, a staff member can be assigned multiple roles (e.g., both a Teacher and a Department Head) to grant them the necessary permissions for both positions.