Creating a New Staff Account in Campus Ivy or CORE

Overview

New staff members who need access to Campus Ivy or CORE for financial aid tasks require an account to be created by the Portico support team. Schools cannot self-provision staff accounts. This article explains what access level to request and what information to provide.

Access Level for Financial Aid Staff

Staff members who will be working on funding estimates, disbursements, or general FA processing should be set up as an FA Advisor. This is the standard access level for financial aid coordinators and staff who need to view and work student financial records without full administrative permissions.

If the new staff member needs the same access as an existing colleague, note that in your request and support can match the permission set.

How to Submit a New Account Request

Email fasupport@campusivy.com with:

• New staff member's full name
• Their work email address (this will become their login)
• Access level requested (e.g., FA Advisor) or the name of an existing staff member whose access should be mirrored
• If multi-location access is needed, list all locations or note that full-portfolio access is required

After the Account Is Created

The support team will set up the account and send login credentials or a setup link to the new staff member's email address. The new user should check their inbox and spam folder for the welcome email.