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Diploma Pro Implementation Guide


This guide provides an overview of ManageBac account setup and maintenance for the Diploma Pro (CAS, EE & ToK and Unit Planning). Complete these nine steps to have your account set up:

1. Configure your basic account settings

2. Configure Academic Terms

3. Configure Access & Security Permissions

4. Configure Subjects, Options & Levels

5. Import Teachers

6. Import Students & Create Year Groups

7. Configure Group Settings

8. Assign Students to Advisors

9. Create Classes

10. Assign Students to Classes

11. Review Video Tutorials

1. Basic Account Settings

Navigate to Settings > School Settings to configure your School Name, Default UI language, Time Zone and Logo which appears on the login page.

Click Customise Login Page to customise your school's login page. Click here for further guidance on customising the login page.

Next, click Grades & Programmes to customise the labels of your DP 1 & 2 year levels, as these may be called something different at your school (e.g. Grade 11 & 12).

Under Settings > School Settings > Academics, tick the box next to Classes under Enable Key Academic Functions. This will provide you to set up and manage classes and assignments on your account.

2. Configure Academic Terms

Configure each term Name, Start and End date. You can also click Add New Term or Remove to add or remove terms. Click Add Term set when complete.

3. Configure Access & Security Permissions

Configure what teachers, students & parents can and cannot do on their accounts via Settings > Access Permissions & Security.

Via the General tab, the following can be configured:

  1. Remember me for 30 days (allowing users to remain logged in to their ManageBac accounts)
  2. Weak passwords for students and/or parents
  3. Student permissions
  4. Parent permissions

Teacher Permissions

Teacher permissions can be customised via the Teachers & Advisors tab. Here, you can set default permissions for all teachers or individual teacher permissions.

Default Permissions: We recommend making default permissions as more restrictive so that account set up permissions are only given to a few teachers/admins. The above screenshot outlines the recommended default permissions levels.

Customise individual teachers' access permissions via the Individual Permissions tab.

Attendance Manager: Provides access to edit all attendance data across the entire account.

Import Users: Provides access to import new users (students, teachers, parents).

Class Management:

'Full access' provides access to set up classes in bulk, across all programmes.
'Read-only' provides access to create individual classes, across all programmes.
'None' restricts access from creating any classes.


'Full access' provides access to edit grades across the entire account and generate report cards.
'Read-only' provides access to view (but not edit) student grades across the entire account.
'None' restricts access to the Reports tabs so the teacher can only edit & view grades of the classes they are teaching.

Student Directory:

'Full Access' provides access to create, edit, archive and delete all users across the entire account.
'Read-only' provides access to all profiles and read-only access to the student list in School Directory.
'None' restricts access to view user profiles in the School Directory.

Academics: Provides access to academic programme settings, via Settings > Academics.

Click here to review our tutorial on access permissions.

4. Configure Subjects, Options & Levels

To confirm the Diploma Subjects your school is authorised to offer, navigate to Settings > Diploma Programme > Subjects.

Via Subjects, select the Diploma subjects offered at your school. After selecting subjects, make sure to click Save Changes at the bottom of the page.

We recommend enabling more than one subject per subject group (e.g. both Mathematical Studies and Mathematics) if your school offers more than one type of course per grade level.

Via Options & Levels, specify the options (e.g. ab initio) and levels (e.g. SL) for your subjects.

Note: If your school offers the IB Diploma in more than one working language, you can also specify the languages for individual subjects.

Click Extended Essay Subjects to enable the EE subjects that your students can select via their Extended Essay worksheets.

5. Import Teachers

Navigate to Settings > Import > Teachers, and follow the steps.

Step 1: Click Download our CSV template

Step 2: Complete the required fields:

First Name

Last Name


Step 3: Click Choose File to upload your CSV file, then click Upload Now.

6. Import Students & Create Year Groups

Students can be added in bulk using the CSV template via Settings > Import Students. The required fields include:

Students can also be added individually via Settings > School Directory > Add User. Before adding students, please create a new IB Group via IB Manager > New Year Group.  

We strongly advise you to include Student ID in your import file, especially if you plan on integrating ManageBac with other platforms.

We recommend sending welcome e-mails to students only after your system is configured and teachers are trained. Welcome Emails can be sent in bulk via Settings > School Directory > select the 3 vertical dots > Re-send welcome emails.

Click here for a tutorial on bulk importing users. If you need further assistance, you can email us 24 hours a day, 7 days a week at

7. Configure Group Settings

After students are added, each Year Group's settings can be configured via Year Group Manager > Select Year Group > Overview > Edit Group Settings.

Here you can enable / disable Diploma Plans, Extended Essay, Theory of Knowledge, or CAS settings.

8. Assign Students to Advisors

After Teachers and Students are added, Students can be assigned to Advisors via IB Manager > select year group > Members > CAS Advisors (or EE Supervisors, ToK Teacher).

Click the 'clipboard' icon to assign all students to the advisor on the top row. Students can also be assigned via Bulk Assign Students. Click here for a tutorial on assigning students to advisors.

9. Create Classes

Under the Menu > Classes > Show All Classes tab, click Import Classes - this will allow you to add multiple classes at once.

Follow the steps outlined below.

Step 1: Click Download our CSV template

Step 2: Complete the required fields:

Class ID





Teacher Email

Step 3: Save the file as a CSV.

Step 4: Click Choose File to upload your file, then click Next.


Step 10: Assign Students to Classes

Via Classes > See all classes, add your students to classes by clicking Bulk Assign Students.

Click Download our CSV template and add either the student ID or e-mail, alongside the class ID. Save your spreadsheet as a CSV file, and click Bulk assign.

11. Review Video Tutorials

We recommend asking teachers to review our introductory video tutorials for an overview ManageBac for DP Pro. Click here to review the video.

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