Onboarding · Connect your SIS

Connecting your SIS.

Your SIS stays the source of truth and NexusPlan reads from it. Teachers do nothing at all. Here's the whole path, role by role, in order.

Phase 1 · Sign up & connect

Set up the school.

Step 1 · Administrator

Start your school

We set everything up with you, end to end. You land in the setup wizard: school name, logo, and your color theme.

Step 2 · IT

Connect the SIS

Connect your SIS using the guide for your system. Credentials are stored encrypted, scoped to your school, and used only for your sync.

Step 3 · Teachers

No teacher step

There is no teacher step. Teachers keep posting assignments and grades in the SIS exactly as they always have, and NexusPlan picks it all up.

Phase 2 · Staff

Invite your staff.

Step 4 · Administrator

Invite your staff

From People, send invite links for fellow administrators, learning center staff, and IT. Every link carries an expiring code and a fixed role.

Step 5 · Learning center staff

Accept, then get your caseload

Learning center staff redeem their invite and sign in. The administrator then links each staff member to their students in the console. That link is what powers the triage view and per-student detail.

Step 6 · Administrator

Shape the student home

In Settings, pick which cards students see on their home screen, set an announcement for launch week, and double-check branding.

Phase 3 · Students

Students sign in.

Step 7 · Students

Sign in: the work is already there

Student accounts come from your SIS data plus invite links with expiring codes. There's no self-registration. Because the sync has been running since Phase 1, the first thing a student sees is their own real assignments, already ranked.

Step 8 · Students

Take the quick tour

On first sign-in, a short guided tour walks the tabs: the ranked Work list, Calendar, Workload Radar, Plan, and Insights. Students can add their own tasks right away, so the plan covers more than the gradebook from day one.

Phase 4 · Fully live

You're fully live when all of this is true.