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 Settings > Users.


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. 

To add users in bulk via import, see this article.


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 by navigating to Settings > Permissions.



Use the time period picker to find and select an organizational unit where you would like to give a user permission. Add a user at that organizational unit by pressing the +User button. You can grant that user access to view assessment cycle dashboards, manage user permissions, manage documents, and manage reports at that organizational unit level by clicking the corresponding block icons on this screen. A green icon indicates that a user has been granted permission to that feature.


You may also open a user's permission record at an organizational unit level to adjust their permissions to plans and templates. For definitions of the various levels of permissions see the User Permissions article. Remember that permissions are inherited, so an individual who has been granted a permission at a higher organizational unit level will automatically be displayed with their permissions to any lower child units. 

To add user permissions in bulk via import, see this article.