Navigating CSU Transfer Planner
Get started using CSU Transfer Planner and managing your program users.
- Navigating the Dashboard
- Learn about the CSU Transfer Planner dashboard and its features.
- Managing Roles
- Since different people at your institution may have different tasks they need to accomplish, you can apply prefabricated Roles or create new ones that correspond to different types of users, giving everyone only the access they need.
- Managing Tasks
- Learn how to use the Tasks feature to manage the actions that you need to complete in CSU Transfer Planner.
- Managing Users
- Learn how to request access to CSU Transfer Planner (for Community College Portal users) or add new users to your instance of CSU Transfer Planner (for University Portal users).
- Reviewing Your Activity
- Learn to work with the Activity section of CSU Transfer Planner.