Navigating to Personnel Management in the Platform Administrator Unit
Select the Platform Administrator unit in your Nuventive Improvement Platform
Open the main menu with the
“hamburger” icon
Open the Personnel Management category dropdown
From here, you can access the Manage Personnel, Assign Units to a User, Assign Users to a Unit and Personnel Dashboard menu items
Note: Your instance may use different naming conventions for category and menu items
Verifying Users Exist and Checking Permissions
Open the Manage Personnel menu item in the Personnel Management category dropdown
Search for a user in “Filter by Keyword” or scroll through the table to verify a user exists in the platform
To check what unit(s) and role(s) have been assigned to a user, select the blue number under the “Permissions” column
Adding New Users by SSO Sync (Azure Active Directory Users Only)
Open the Manage Personnel (SSO Sync) menu item in the Personnel Management category dropdown
To see if the user already exists, use the Filter by Keyword field to search
If the user does not already exist, proceed with the steps below
To add new users, they first need to be added to your institution’s provisioning group that is linked to your Nuventive Improvement Platform. Your provisioning group is most likely managed by your institution’s Information Technology (IT) department, or you may have access yourself. Ensure the new user(s) is added to the provisioning group before proceeding.
Once the new user(s) have been added to your institution’s provisioning group, return to the platform and select the SYNC USERS button at the top right of the page
You can search in the Filter by Keyword field to verify they have been added
Adding New Users Manually
Open the Manage Personnel menu item in the Personnel Management category dropdown
To see if a user already exists, use the Filter by Keyword field to search
If the user does not already exist, select the ADD USER button at the top right of the page
Complete all fields (such as First Name, Last Name and Email) for the new user
Select the SAVE button at the top right of the page
Adding New Users by Spreadsheet
Open the Manage Personnel menu item in the Personnel Management category dropdown
To see if a user already exists, use the Filter by Keyword field to search
If the user does not already exist, select the dropdown next to the ADD USER button at the top right of the page
Select UPLOAD USERS VIA SPREADSHEET
Select the Choose File button and upload your edited spreadsheet
Select UPLOAD
Assigning User Level Permissions
Open the User Level Permissions menu item in the Personnel Management category dropdown
Select the user in the User drop down who you would like to assign permissions; you can also search within this field
Select the access you would like to grant in the Role dropdown under each template area
Note: You must select a role for each template area you are granting permissions
Select unit(s) from the left table and move them to the right table to apply the permissions
Select the SAVE button at the top right of the page to complete
Assigning Unit Level Permissions
Open the Unit Level Permissions menu item in the Personnel Management category dropdown
Select the unit in the Unit drop down where you would like to assign permissions; you can also search within this field
Select the Role dropdown and choose the access you would like to grant under each template area
Select user(s) from the left table and move them to the right table to apply the permissions
Select the SAVE button at the top right of the page
Personnel Dashboard
The Personnel Dashboard area shows personnel analytics for your platform. There are three sheets accessible at the bottom of the screen for Access and Roles, Planning Audit Log and Courses List analytics.
The Access and Roles sheet shows analytics with filters that can be applied to the Unit, Role, Name and Email, and Last Login columns.
The Planning Audit Log shows analytics with filters that can be applied to the Template, Unit and for Date Modified.
The Courses List sheet shows analytics with filters that can be applied to the Course Number, Course Name and Owning Unit Name.