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Set up Portfolio

To set up Portfolio:

  • Assign staff the desired user role permissions in Naviance.

  • Give students access to the desired features in Naviance Student.

Assign staff user role permissions

Assign the following permissions to user roles so staff can access career information in Naviance.

User role permission

Description

View shared portfolios

Review portfolios for which students have created a share link.

Manage shared portfolios

Inactivate, reactivate, and delete shared portfolios.

Select Naviance Student settings

Select the following features so students can access the Portfolio and related features in Naviance Student.

Feature

Description

Share Portfolio

Allows only students 13 or older to share their portfolios with non-Naviance users. Students under 13 cannot access the feature, even when it is available for their grade level.

Assign success plan tasks related to Portfolio

Assing tasks to students to track their progress in completing Portfolio activities.

If using Naviance for Districts, edit and assign tasks at the district level to monitor and track task completion for all schools in the district.

Task name

Completion trigger

Add portfolio entries

Student adds entries to their Portfolio.

Edit the task and change the threshold number to increase the number of entries students must add.

Create a portfolio share link

Student creates and saves a new link.

Edit the task and change the threshold number to increase the number of careers that students must add to their favorites list.

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