Get started with Naviance

Required setup steps

1. Review the Naviance College, Career, and Life Readiness solution overview, including features for district staff, school staff, and students.

2. Determine your login options and single sign-on (SSO) configuration for district and school users. The login option you select may impact the data that you need to import.

3. Define, prepare, and import student and staff data, including selecting your import method.

4. Configure staff user roles and permissions.

5. Set up Naviance and school-level preferences to enhance the capabilities of available features.

6. Customize Naviance Student to provide a unique experience for each grade level at your school.

Optional module setup

• Customize college planning tools to provide a unique experience for your school.

• Set up eDocs so you can submit college application materials for students electronically. You must have an eDocs subscription.

• Set up Success Planner to assign students activities to complete in Naviance Student and track completion rates by school or district.

• Set up work-based learning to share opportunities with your students.

• Set up Course Planner so students can create course plans in Naviance Student. You must have a Course Planner subscriptio