Naviance Back-to-School Resource Guide

For Counselors and Site Managers

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Naviance Component Timeline
Naviance Student
Naviance Student is the new, mobile accessible Naviance experience that has replaced Family Connection.
Now Available!
Naviance Insights
Naviance Insights is a series of college outcome dashboards that empower educators to build a college readiness strategy on proven results.
Now Available!
Naviance eDocs Teacher Desk
Teacher Desk is a new dashboard to help teachers manage recommendation requests and lessens the support that counselors provide.
Now Available!
Staff Login
A simpler staff login experience is coming this fall.
Back-to-School Account Clean Up Checklist
Check out tips to ensure your Naviance account is ready for students when they come back to school.
Take Action Now!
CCLR Framework
The College, Career and Life Readiness Framework gives students in grades 6-12 a practical toolkit for mastering 6 competencies that they must achieve to be college, career and life ready.
Now Available!

Staff Resources

Help Library resources for Naviance Student are found here, including twenty-four articles to help you prepare your school for using Naviance Student for the school year. The Student and Parent Facing Resources about Naviance Student were updated in mid-July based on client feedback. If you downloaded these resources prior to then, we encourage you to re-download them to have the most up-to-date information.

The most widely used resources are the following:

  • Preparation Checklist: This checklist shows recommended steps to transition your school or district to the new student experience.
  • Transitioning to Naviance Student: This article provides tips and answers common questions about the new student experience.
  • Demo Naviance Student and View as Student: The workflow that allows staff to see the student view in Naviance and perform actions on their behalf has changed. Learn more!
  • Using SuperMatch: The SuperMatch college search tool in Naviance has been greatly enhanced with more than 20 new filters, making it even easier for students to explore their options and find a good post-secondary match and fit.
  • What’s New in Naviance Student Presentation: This presentation, found in the attachments of this article, is designed for you to share with your staff, students and parents to educate them on the new capabilities of Naviance Student, as well as what has changed.


Parent and Student Resources

Once you are familiar with Naviance Student, you can prepare your parents and students using the Parent and Student Resources. These resources are editable and designed for you to customize and re-use. All video resources found here are provided with an embed code that can be used in your own assets.

Staff Resources

Several Help Library articles are available to help navigate and use the Insights Dashboards.

Staff Resources

There is one main article to help staff users navigate through Naviance eDocs Teacher Desk, interpret the dashboard and understand the steps involved to complete the requested tasks.

Staff Login

The new staff login process is similar to other web applications and align to industry standards. The login only requires an email address (username) and password. School or district account name is no longer required. Additionally, staff users who wish to access Naviance from multiple schools can now use their same email and password to access multiple schools within a district.

Staff Resources

Most staff members will need to create a Naviance ID on the new login page. The following help resources are available:

Upon first login, you will be prompted to create your new Naviance ID to start the process.

Login to Naviance

If you find that e-mail messages being sent from Naviance are being blocked by your school’s e-mail system, you will need to contact your school’s e-mail system administrator to have them allow mail from Naviance servers to be delivered on your network. The process of allowing our servers to send e-mails to recipients is known as whitelisting. The following email domains should also be an allowed sender: and *Please note that this new process does not apply to any single sign-on users; i.e., Clever and Google SSO – for those users, your login process does not yet change.*

Back-to-School Account Cleanup Checklist

There are several items you should do at the start of the school year to ensure your Naviance account is up-to-date:
  • Update Welcome Messages and Custom Links.
  • Update School and District Scholarship Lists.
  • Activate Naviance eDocs (early August) and choose whether to opt-in to the Common App Integration.
  • Join the Counselor Community to engage in discussions with your peers.
  • Get familiar with the new way of providing feedback called Naviance IDEAS.
  • Update Common App Matching Tutorial link video.
  • Remove language referencing Family Connection from home screen and other customized content.
  • Share information with teachers regarding Teacher’s Desk enhancements (see Teachers section above for more resources).
  • Update relevant surveys, staff access, and student group membership.
  • Review and update RepVisits settings and availability for the new school year.

To learn how to perform the above tasks, please see this presentation in the Help Library for more information.

In addition, take advantage of RepVisits and Counselor Community to stay informed and connected with the Naviance Community and Higher Education admissions counselors.
Get Started with RepVisits and Counselor Community

CCLR Framework

The College, Career and Life Readiness Framework gives students in grades 6-12 a practical toolkit for mastering 6 competencies that they must achieve to be college, career and life ready. The 6 competencies are:

CCLR Competencies

Each research-backed Competency outlines themes, objectives and activities to further define success for each grade-level. Skills like Digital Literacy and Goal Setting span across all the competencies and are must haves to succeed in today’s world.

Staff Resources

  • CCLR Framework: The Framework provides an overview of each of the six competencies by grade level that define student success. For each grade level, the competency profile includes themes, objectives, activities, metrics and outcomes.
  • CCLR Objectives and Activities: This resource provides an overview of the recommended objectives and activities by grade level for each of the six competencies.
  • CCLR Presentation: This presentation can be used with your staff to introduce the framework and the activities/objectives you intend to manage by grade level.

To download the Naviance Back-to-School Resource Guide CLICK HERE

For additional information, please contact us:

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