How To Add and Manage Users
- Adam Gainsley
- Stratatech Education
This functionality is restricted to Campus Admins and Super Admins
Navigate to the Users page using the top navigation. Click the Add New User Button at the top of the page. Fill in all the fields in the form that opens and click the Save button to save the new user.
User Roles
You may choose from several user roles. We will list roles below hierarchically form lowest level of privileges to highest.
Campus Rep
Review and sign enrollment documents for campuses that the rep is assigned to
Waive payments
Update Salesforce ID
Financial Aid Rep
All abilities of Campus Reps plus
Review Military pricing applications
Approve or decline military status
Campus Admin
All abilities of Financial Aid Reps plus
Edit student emails
Add / edit / delete campus rep, financial aid rep, and campus admin users
Assign signatories
Manage notifications for campus rep, financial aid rep, and campus admin
View payment history
Super Admin
Full usage privileges and access
Application Signatories
In order to sign applications for the last step of the process a user must be designated as a signatory. Users of any role can be designated as a signatory, though it is typically campus admins that do this.
To designate a user as a signatory simply check the box next to their name in the User list page
