CSIS Directory - Add Individual

Step One: Open Individuals Directory

• Log in to CSIS 2.From the top menu, select Directory.
• Choose Individuals from the drop down 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 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.
• 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: Marketing)

• Under biographies

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

• 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: Marketing

• Under Categories

  • Click the blue edit button
  • Using the department drop down, select the department of the categories or program areas you would like to select
  • 
  • Check the box of the marketing lists you would like the individual added to. You can select more than one.
  • 
  • Click save

• Under Preferences

  • Click the blue edit button
  • Check the box of the type of marketing the individual will receive (email or mail)
  • You can check more than one
  • Click save