Getting Started

Onboarding

Self-Service Registration
Step 1: Organization Details
Step 2: Contact & Address
Step 3: Choose Your Plan
Step 4: Admin Account Setup
Step 5: Review & Submit
Post-Onboarding Checklist

Branch Management

User Management

Class Management

Question Bank

Exam Management

Learner Experience

Grading & Results

Guardian Portal

Analytics & Reports

Settings & Configuration

Addon Features

Roles Reference

Onboarding

Post-Onboarding Checklist

Congratulations on completing the onboarding! Here's a checklist to help you set up your institution on BeamEdUp. Work through these items at your own pace — they're ordered by priority.

Setup Checklist

First Week Goals

By the end of your first week, aim to have:

✅ At least one branch configured with branding

✅ Core instructors added and assigned to classes

✅ Student accounts created (at least one test class)

✅ A practice exam created and assigned

✅ Tested the full flow: create exam → student takes exam → view results

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Step 5: Review & Submit

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Understanding Branches