How To Add and Manage Users

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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.

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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

Managing Access to PDL and Other Lead Intake Forms

See How To Add a HS Lead or PDL Form Rep