Implementation Guide
Welcome to the CampusGroups Implementation Guide, your roadmap to launching or revitalizing your campus community platform.
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.
Welcome to CampusGroups
Technical Items
- Review Data Migration Documentation
- Review our Turnaround Time
- SSO
- API/SFTP
- Custom Platform Name (White Label)
- Custom Email Domain
- Custom Platform URL
- Dedicated Mobile App
- Payment Gateway
Additional Modules
Platform Configuration & Training
Admin Configuration
- Assign Primary Contact and Notifications
- Add Support Email Address
- Review User Permissions
- Edit Field Permissions
- Add Admins and edit their Permissions
- Edit Account Types and User Tags
- Upload Users
Branding & Mobile App
- Set up Campus Branding Settings
- Set up Home Website
- Customize Home Page and Left Menu
- Review Image Sizing Guide
- Customize the User Onboarding Experience
Groups & Registration
- Edit Group Types, Group Category Tags and Admin Group Tags
- Upload Groups
- Automatically Add Users to Groups
- Edit Default Officer Positions
- Upload Group Members
- Customize Group Settings
- Review Form Creation
- Set up Group Registration and Re-Registration
Events
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 Process