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Step one: get your Admissions staff set up with the right user roles

First things first: you and your admissions staff will need the correct user roles to use Populi Admissions. There are five user roles that, to varying degrees, can access Admissions or Admissions-related features: Admissions Admin, Admissions, Academic Admin, Registrar, and Staff.

Read about granting user roles, and see the list below for user roles that have some sort of access to Admissions.

In order to perform the tasks described in this Getting Started guide, you'll need the Admissions Admin role.

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Admissions Admin

Admissions Admins have access to all admissions information at your school. They have unique access to Admissions > Settings; this includes application design, lead routing, inquiry form settings, and custom admissions fields.

Admissions Admin users are automatically given the Staff role; additionally...

  • They have full read/write access to everything under College Management except the Academics tab.
  • They can’t enroll in or teach courses.
  • They have full read/write access to all information on Profiles in the Activity Feed, Info, and Admissions tabs. They can see a faculty user's Faculty tab.
  • They can give others the Admissions, Student, and Staff roles.

Admissions

Admissions users have access to all admissions information at your school, except for Admissions > Settings.

Admissions users are automatically given the Staff role; additionally...

  • They have full read/write access to everything under College Management except the Academics tab.
  • They can’t enroll in or teach courses.
  • They have full read/write access to all information on Profiles in the Activity Feed, Info, and Admissions tabs. They can see a faculty user's Faculty tab.
  • They can give others the Admissions, Student, and Staff roles.

Other roles

The Academic Admin and Registrar roles have the same access to admissions information as the Admissions role.

The Staff role has full access to the Admin tab, which gives such users access to Communication Plans and Scheduled Events.

Next step: set up custom admissions fields

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