Getting Started

Login to the Navigate desktop version using the same username and password that you use to login to CUNYfirst. For the best results login using Google Chrome or Mozilla Firefox.

Why Use Navigate?

Campus-Wide Case Management

Advisors coordinate student care, maintain and share notes from student appointments and interactions, and refer them to support services and receive reports to close the loop.


Have Answers at Your Fingertips

Find the information you need without the wait.


Proactive Interventions

Easy-to-use communication tools designed to extend the reach of advisors and facilitate engagement with students.


Student Snapshot

Get a comprehensive student snapshot so you can provide instant, personalized advisement.


Student Risk Data

In the future, predictive analytics and real-time academic and behavioral data will identify students at risk for retention. This will include pre-enrollment information, student demographics, course registrations, academic records, and transfer articulation.



Schedule single or recurring appointments with students, as opposed to having either the student or a front office staff schedule the appointment based on your availability, and set reminders quickly and easily.


Alert and Case Management Referral Network

Advisors and staff should submit an alert when they identify a student who is in need of additional support and could benefit from being connected to another office or resource on campus. Some alerts will simply trigger an automated email to the student containing information and resources that could be useful. For other situations that are more complex and require active management and triaging, an alert will open a case.


Calendar Availability and Synchronizing

Set the times and days you are available for appointments, campaigns, and walk-ins, and synchronize to your calendar with Navigate.



Create and send out appointment campaigns to students.



You can use the advanced search function to identify populations of students for the purposes of information gathering, proactive outreach, interventions, or reporting.


Saved searches allow users to conduct a pre-configured advanced search without having to manually and repeatedly create a new advanced search. Additionally, saved searches dynamically regenerate a list of students or users based on the search criteria. They can be especially helpful for users who frequently run the same search at different points in the term, as it allows you to maintain consistency with your search parameters.


Study Buddies*

Encourage student to connect with other students in their class sections who are interested in creating study groups outside of class. This feature, only available to students, is a terrific tool that advisors and faculty can promote to students to encourage the creation of study groups.


*Safety Note: When discussing this tool with your students, please remind them to use safety precautions when meeting up with study groups for the first time.  This includes meeting in groups of three or more, as well as meeting in public spaces.



If you are an advisor to all students in a specific cohort (example “Pre-Med”), you may want to either view reports on, or message all Pre-Med students. In order to do this you would apply a “Pre-Med” tag to those students.


Watch List

Faculty and staff can create a watch list which is a static list of students by student ID. You can use watch lists in a variety of ways, from maintaining a list of students to track over time to sending messages or appointment campaigns directly from the watch list.



The Navigate Help Center is a great resource for tips and tutorials—just click on the “?” in the top right corner when you’re logged in.