Prerequisites
Required permissions: Admin or Staff role with classroom management access, as well as device accessibility on the student's device
Supported platforms: Web-based (Chrome, Edge, Safari) for the admin
Device type: Desktop or laptop (for the admin); iOS/iPadOS/macOS/Windows/Android/ChromeOS (for the students)
Supported OS (for Trio Student - Agent app):
Android: 7 and higher
iOS: 17 and higher
Windows: 10 and higher
macOS: Sonoma (14.0) and higher
Chromebook: The latest update is recommended
Network requirements: Stable internet connection with access to
education.trio.so
Before You Start
Student records are foundational in Trio Education for tracking device assignments, attendance, guardian info, and profile enforcement. Students can be enrolled individually with detailed information or in bulk via CSV upload.
Each student can be associated with a class and optionally assigned to a device during registration. Ensure class structures and at least one device entry exist beforehand for a streamlined process.
Step 1: Navigate to the Student Management Panel
Log in to
https://education.trio.soClick Students in the sidebar
Click the + Add student button on the top right
Expected result: A dialog appears prompting for the enrollment method
Step 2A: Enroll Students Individually
Click Enroll Individually
Fill in the following mandatory and optional fields:
First name, Last name
Gender
Choose or upload an avatar
Email, Phone number (optional)
Date of Birth
Home Location (optional) – Pin student location on the map
Parent Name, Relationship, contact info (optional)
Step 2B: Enroll Students via CSV
Click Enroll as Group (CSV)
Drag and drop the .CSV file into the import section
File size must not exceed 1 MB
Format must match the Sample CSV Document and follow the Import Guide.
Confirm upload to start the import
Make sure to assign the student to a class and assign a device to a student (if existing) to the student before going to the flow. completing the student form or uploading a CSV:
Click Continue
Expected result: Bulk upload processes and students are added to the record
Troubleshooting this step:
Issue: File rejected → Solution: Check CSV format and size (1 MB max)
Issue: Missing mandatory headers → Solution: Download and match the official template
Expected result: Student is linked to a class and device, if specified
Step 3: Confirmation and Record View
After saving, you'll see: "Your student is created successfully."
Click Done or Add New Student
Back in the Student Records table:
View/edit the student entry
Use the Actions menu to:
View/Edit
Set Absence
Remove
Next Steps
Immediate actions:
Assign security profiles to the student’s class
Link their assigned device to a classroom and monitor usage
Related configurations:
Class creation
Absence management
Profile setup (SOD/BYOD)
Troubleshooting
Issue | Symptom | Cause | Solution |
Student not saving | Form stuck | Missing required fields | Ensure name and birth date are filled |
Avatar not applied | Default icon used | None selected | Manually choose an avatar |
Device not assigned | Blank device slot | Device not registered yet | Add device in the Devices section first |
CSV import fails | File rejection | Formatting or size error | Download the official template and keep file under 1MB |
If you have any questions regarding the Students Management in Trio Education, please contact the Trio Education team.