Your SIS stays the source of truth and NexusPlan reads from it, so onboarding is mostly a week of invitations, not a migration. Teachers do nothing at all. Here's the whole path, role by role, in order.
Two speeds, same result. Self-serve: sign up, pay by card, and your school portal exists in minutes. White-glove: we set everything up with you end to end. Either way you land in the setup wizard: school name, logo, and your color theme.
Enter your Veracross or Blackbaud credentials. They're stored encrypted, scoped to your school, and used only for your sync. Classes, rosters, schedules, assignments, and grades start flowing in on their own.
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. This is the point.
Zero change management for faculty.
From People, send invite links for fellow administrators, advisors, and IT. Every link carries an expiring code and a fixed role, so there's no open signup to police and no one ends up with more access than they were given.
Advisors redeem their invite and sign in. The administrator then links each advisor to their advisees in the console. That link is what powers the triage view and per-student detail. From day one, advisors see who actually needs them.
In Settings, pick which cards students see on their home screen, set an announcement for launch week, and double-check branding. The portal should read as your school's tool before the first student ever signs in.
Student accounts come from your SIS data plus invite links with expiring codes. 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.
On first sign-in, a short guided tour walks the tabs: the ranked Work list, Calendar, Workload Radar, Insights. Students can add their own tasks right away, so the plan covers more than the gradebook from day one.