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Care Card GuideProgram Coordinator

Pre-Approving Students

How to pre-approve expected students, interns, or volunteers so their institution access requests are approved automatically.

If you already have a list of who's enrolling in your program, pre-approve them so their access request clears the moment they submit it — without waiting in your manual review queue.

The Pre-Approval page is available only to Program Coordinators — Institution Admins and Campus Admins don't have access to it.

The Pre-Approval page

Each row lists a pre-approved person's student number, email, role (Student, Intern, or Volunteer), institution, campus, program, term, whether they've been approved yet, and when the row was created.

Adding pre-approvals

Select Create Pre-Approvals, then choose how you want to add people:

  • Create Manually — add one row at a time, using Add Another for each additional person.
  • Upload CSV — select a CSV file to add many people at once. Download a sample first with Download Email-Only Sample or Download Email and Student Number Sample so your file matches the expected columns, then Select CSV and Upload CSV to submit it. Use Replace CSV if you picked the wrong file.

Create Pre-Approvals dialog with Create Manually and Upload CSV options

Removing pre-approvals

Select the rows you no longer need and choose Delete Selected. Confirm in the Delete Pre-approvals dialog. Deleting several at once shows a progress dialog tracking Total, Succeeded, Failed, and Cancelled counts.

What happens next

When someone on your pre-approved list requests institution access with a matching email (or student number), their request is approved automatically — it never appears in your Requests queue for manual review. Everyone else's request still goes through the normal approve/reject process.

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