CSIS Directory - Add Individual

This document explains how to add a new individual to the CSIS 2 directory. It walks through each step of the process, including entering basic information, reviewing existing records, updating contact details, and completing instructor‑specific fields. It also covers how to update financial information and marketing categories when needed. This guide is designed for staff who maintain learner, instructor, or partner records in CSIS.

Step One: Open Individuals Directory

  • Log in to CSIS 2.From the top menu, select Directory.
  • Choose Individuals from the dropdown menu.

Step Two: start adding a new individual

  • On the right side of the page, click the blue button labeled Add Individual.

Step Three: Enter basic information

  • Only enter the following fields 
    • First name
    • Last Name
    • Email

  • If the individual is not a UW employee or already in CSIS, continue to Step Four: If the individual is new.

  • If the person is a UW employee

    • Their UW–Madison record will appear automatically

    • Select the Add button that displays under their wisc.edu email address.

    • This adds the individual to the CSIS directory.

  • If the person is already in CSIS

    • Their existing record will appear.

    • Select their name to review their profile and confirm whether it is the correct person.

Step Four: If the individual is new

  • Select the blue Create button.
  • Update Contact Information
  • Once the individual is created, their profile page will appear.
  • From there you can click on the blue "Add" or "create" buttons to update the individual's  contact information.

Step Five: New Instructor information (if not an instructor, skip to Step Six: Categories)

  • Under biographies

    •  click the blue edit button for Web Biography
    • Enter bio information.

  • Under Financials

    • click the blue edit button to update Legal name if different than preferred name.
    • Enter credentials
    • Select instructor appointment type
  • Click Save

Step Six: Categories

  • Click the blue edit button
  • Check boxes for the appropriate marketing lists
  • Click save


Keywords:
CSIS directory, add individual, new instructor staff, marketing list 
Doc ID:
147249
Owned by:
Liz N. in Continuing Studies Information System
Created:
2025-01-03
Updated:
2026-03-13
Sites:
Continuing Studies Information System