Navigate: Setting your user preferences

How to set your user preferences in Navigate. These preferences will persist each time that you log in to the Navigate platform.

1) Login to Navigate

Navigate: Accessing the Navigate Platform

2) Locate your user profile icon on the top right corner, and click the circle with your initials.
Profile Icon

3) Select the User Preferences link.
Preferences menu

4) A box will appear along the right side of the page where you can set several preferences.

  • Email signature: This signature will be used on any emails that you send through Navigate. You can not include images in the signature, but you can include links.

Email Signature Example
Additionally, you can utilize merge tags to insert your personal availability link into your signature to allow students to easily schedule an appointment with you through Navigate if you have your availability set up (Navigate: Setting up availability
Add personal availability link to email signature

  • Default views
    • Default Term: Set the term you would like Navigate to default to each time you log in. You are able to change this term within menus in the platform as needed to look at different student lists, etc. You can choose a specific term OR you can choose "System Default Term" which will be the current term. If you select something other than the system default term, you will have to manually change the default term in each semester.
      Set default term
    • Default landing page: Set the page you would like to see first each time you log into Navigate.
      Default landing page
      *Note to faculty advisors Professor home is for courses you teach, and Staff Home is where you will see your assigned advisees listed.

    • Default Staff Home Tab: Specify which tab you prefer to land on when accessing your home page.Default Staff Home Tab Selection
    • Default Student Profile Tab: Choose the section of a student's profile you'd like to see first. Default Student Profile Tab
    • Default Care Unit and Location: When you are creating an ad hoc appointment summary (Navigate: Creating appointment summary reports), this care unit and location will be pre-selected for you.
      Default Care Unit and Location Menu

5) When you have made all of your selections, click save.
Save Button

Keywords:Navigate User Preferences Staff Faculty   Doc ID:119507
Owner:Jamie S.Group:UW-La Crosse
Created:2022-07-11 13:15 CDTUpdated:2023-01-05 15:53 CDT
Sites:UW-La Crosse
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