Adding a new user to Planning has three primary steps. The first step is to add the account(s) into Core Data: Accounts through your institution’s Data Management site (screenshot below). These sites are typically managed by an individual designated as your institution’s Data Manager or Site Administrator. If you do not have access to your institutions Data Management site, we ask that you contact your Campus Labs Consultant to request access. If you have access and need a refresher on how to fill out the Core Data: Accounts file, please see our Technical Resource section of Help Centers for more details about this file.


Step 1: Add Account to Core


Step 2: Create User in Planning


The second step in this process, once the account(s) have been successfully uploaded to your institution's data management site, is to then add the newly created accounts to Planning. This process can be only done by user’s designated as Site Administrators. To pull an account into Planning, navigate to the settings section of Planning, which you can find in the side navigation as the gear icon. Once in settings, you will want to click on the “Users” block (screenshot below).

Note: Creating users in Compliance Assist tools (Program Review and Accreditation) is a separate process. Find that information here

Within the Users section, you will want to click add user button, located at the top right corner of the screen. After clicking this button you will be presented with the option to search for an account from your institution’s Core Data Account(s) pool. It is important to know that it can take up to 2 hours for the data to be refreshed and available inside of Planning.

Step 3: Assign User Permissions 

Now that the account(s) has been added to Planning you can provide that account with permissions to an organizational unit(s) and a plan. This is accomplished in the ‘Permissions’ block in the settings area (see GIF below). Once you have determined which organizational unit you would like to add the user to, simply click the add user button and search for the account you just added. Once that happens you can find that user listed in in the organizational unit and you can click on their name and begin setting permissions (see GIF below). For definitions of the various levels of permissions see the User Permissions article