Implementation Guide

Owned by joe.pernick (Deactivated)
Last updated: May 20, 2024
1 min read

Welcome to the CampusGroups Implementation Guide, your roadmap to launching or revitalizing your campus community platform. Whether you're setting up CampusGroups for the first time or you're an existing partner looking to enhance your platform, this checklist is crafted to guide you through the essential steps for a seamless setup. Designed to streamline your adoption process, this guide covers everything from initial platform setup and critical integrations to exploring additional features that groups can use at their own convenience.

Launch Essentials Checklist

Set up SSO
Branding
Edit Branding Settings
Edit Home Website
Customize Home Page
Customize Left Menu and App Widgets
Create your User Onboarding
Users
Create Account Types
Create User Tags
Finalize User Permissions
Finalize Field Permissions
Upload Users (through flat-file or SFTP/API)
Groups
Create Group Types
Create Group Category Tags
Create Admin Group Tags
Upload Groups
Upload Members and Officers
Events
Create Event Types
Create Event Tags
Create Admin Event Tags
Approval Processes
Create Group Registration Process
Create Group Re-Registration Process
Create Event Registration Proces