---
schema_version: "1"
id: aa4987435d7a1585283d955733cc350b2f2e05921194d4d17bb4010c1f1051b6
title: Set Up Pathways to Build Personal Program Plans
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ssh_setup_pathways_build_personal_plan.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_pathways_build_personal_plan.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f450af0f080b1a768f92d2e63cc1b3cf19d30e19073223dfd1acb06730ef3bb2
description: Complete these tasks to give support staff and students the ability to create Personal Program Plans in Student Success Hub.
products:
  - Nonprofit
  - Education
release: "264"
---
# Set Up Pathways to Build Personal Program Plans

Complete these tasks to give support staff and students the ability to create Personal Program Plans in Student Success Hub.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/images/icon_note.png)

Note Requires a Customer Community Plus or Customer Community Plus Login license, such as through Experience Cloud for Learner Success.

- **[Give Support Staff Access to Personal Program Plans in the App](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_pathways_build_personal_plan.htm&release=264.0.0&type=5)**  
    After you give support staff access to Program Plans, give them the ability to create Personal Program Plans.
- **[Give Students Access to Personal Program Plans in the Portal](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_pathways_build_personal_plan.htm&release=264.0.0&type=5)**  
    After you give students access to Program Plans, give them the ability to create Personal Program Plans.

## Give Support Staff Access to Personal Program Plans in the App

After you give support staff access to Program Plans, give them the ability to create Personal Program Plans.

See [Set Up Pathways](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_pathways.htm&release=264.0.0&type=5 "Complete these tasks to get Pathways up and running in your Student Success Hub higher ed org.").

### Add a Program Plans Related List to the Student Record Case

To let support staff create a new Personal Program Plan for a student, add a Program Plans related list to the Student Record Case.

1. From any Student Record Case, click the gear icon and select **Edit Page**.
2. Select the Tabs component and add a new tab with a custom tab label called Program Plans.
    
    Customize this label as you see fit—just try to keep it short so that it fits easily on the page.
3. Click **Done**.
4. Select the tab you just created and drag the **Personal Program Plans Related List** component to the tab.
5. Save your changes.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/images/icon_note.png)

Note You can also add this component to other places, such as in a standard navigation app on the Contact page.

### Add Plan Builder to the Personal Program Plan Record Page

1. From any Student Record Case, click the gear icon and click **Edit Page**.
2. Select the Tabs component and add a new tab with a custom tab label called Plan Builder.
    
    Customize this label as you see fit.
3. Click **Done**.
4. Select the tab you just created and drag the **Plan Builder** component to the tab.
5. Save your changes.
6. Return to the tab you created and select **Plan Builder** as the Default Tab.
7. Save your changes again.

### Add Personal Program Plans to the Student Success Hub App

To let support staff view all the Personal Program Plans they have access to, add the Personal Program Plans item to the navigation menu.

1. Verify that your support staff profile has access to the Personal Program Plans tab.
2. Add the Personal Program Plans item to the app. See [Set Up Student Success Hub App Basics](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_app_basics.htm&release=264.0.0&type=5 "Complete these tasks for basic configuration of your Student Success Hub app.").

## Give Students Access to Personal Program Plans in the Portal

After you give students access to Program Plans, give them the ability to create Personal Program Plans.

See [Set Up Pathways](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_pathways.htm&release=264.0.0&type=5 "Complete these tasks to get Pathways up and running in your Student Success Hub higher ed org.").

1. Set up the Plan Builder page.
    
    1. In Experience Builder, from the Pages menu, click **New Page**.
    2. Select **Standard Page** and choose a full-width column layout.
    3. Click **Next**.
    4. Name your page. We recommend naming it Plan Builder.
    5. Drag the SSH Program Plan Builder component to the Content section.
2. Add the Plan Builder page to the navigation menu.
    
    1. In Experience Builder, select the Navigation Menu component and in the property editor click **Edit Default Navigation**.
    2. Click **Add Menu Item**.
        
        - For Name, enter a label, such as Plan Builder.
        - For Type, select **Site Page**.
        - For Page, select **Plan Builder**.
    3. Click **Save Menu**.
3. Preview and publish your changes.
    
    1. Click **Preview** to check out your changes before you publish.
        
        ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/images/icon_tip.png)
        
        Tip To test the student experience with a Personal Program Plan, create a sample plan for a test student user.
    2. To save your changes, click **Publish**. On the confirmation screen, click **Publish** again.