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Undergraduate Student Success Center

EAB Navigate Access Instructions for UH Faculty and Staff

Access roles in EAB Navigate are aligned to security roles governing access to student data in Campus Solutions. Users with the Campus Solutions security roles below will automatically be granted the associated EAB Navigate roles.

To request these Campus Solutions roles, users should follow the directions below to:

  1. FIRST, complete any required Campus Solutions Student Administration training and
  2. THEN, submit the Security Form electronically through the Campus Solutions Security Form Icon, including any required supervisor approval.

Find additional information about the Campus Solutions process on the Student Administration Campus Solutions Training Information Page for Staff and email sasecrty@central.uh.edu for questions and the Campus Solutions security process.

Position Campus Solutions security role EAB Navigate Role EAB Navigate actions
Academic Advisors

FIRST: Complete SAXVWI (Viewing & Working with Student Information) and SAXUAA (Using Academic Audit/Degree Progress Report) trainings.

THEN: On the Campus Solutions eForm, under Modules, toggle Academic Advising to Yes.

Resulting CS role: UHCSM_AA_ADVISOR

 EAB Academic Advisor Full student profile, predicted support levels, success progress, appointment summaries, notes, reports, advanced searches, and campaigns
College or other staff

FIRST: Complete SAXVWI (Viewing & Working with Student Information)

THEN: On the Campus Solutions eForm, under Modules, toggle Student Records to Yes.

Resulting CS role: UHCSM_SR_GENERAL

 EAB General Staff Student profile, appointment summaries, notes, advanced searches

Academic Leaders

(e.g., Chairs, Deans, Directors, and others involved with data analysis)

FIRST: Complete the training and role request for either UHCSM_AA_ADVISOR or UHCSM_SR_GENERAL, as described above.

THEN: On the Campus Solutions eForm, under Modules, toggle Student Records to Yes, and under EAB Navigate, select Leadership.

Resulting CS role: UHCSM_AA_EAB

 EAB Academic Leader Reports, data analytics, Population Health dashboard, institution reports
Student Workers who need to view peer data

FIRST: Complete SAXVWI (Viewing & Working with Student Information)

THEN: On the Campus Solutions eForm, under Modules, toggle Student Records to Yes, and under EAB Navigate, select Student.

Resulting CS roles: UHCSM_SR_GENERAL and UHCSM_AA_EAB_STDNT_WRKR

 EAB Student Worker Data View Student profile, notes, advanced searches
Front desk check-in (Staff or Student Workers)

FIRST: There is no training required for this role.

THEN: On the Campus Solutions eForm, under Modules, toggle Academic Advising to Yes, and toggle Check-in System Front Desk to Yes.

Resulting CS role: UHCSM_AA_CHKIN_FRNTDSK

 EAB Front Desk Check-in Appointment Center for student check-in; no other student data view
Instructors

There is no training or Campus Solutions security form submission required for Instructor level access.

Resulting CS role: The Campus Solutions role of UHCSM_instructor is automatically granted to individuals identified as current semester instructors.

 EAB Professor Student profile information for students in own classes, leave notes, and submit Progress Reports

For users who are not currently employed by UH, including students in a voluntary status, complete the ePOI first, and then the training and Campus Solutions form.

Please email Melissa Pierson at mpierson@uh.edu with any questions about Navigate access.