Adding & Inviting Admissions Staff

Actions described in this guide require the Account Administrator role.

Topics covered in this article include:

Inviting your admissions department

In order to invite admissions officers to join your team, their information must be added to Scoir.

Adding an admissions officer

To add an admissions officer, follow these steps.

  1. Go to the Users page from the welcome dropdown.
  2. Click the + Add New User button.
  3. Complete the required fields, then click Continue.

    _admissions_-new-user.png

  4. Select which roles you’d like this user to have by toggling each facet to the on or off states, then click Done.

Inviting your admissions staff

Once you have completed adding your admissions staff, invite them to activate their accounts by following these steps.

  1. Go to the Users page from the welcome dropdown.
  2. Select the users you would like to invite.
  3. Click the I would like to... dropdown button, then click Invite Staff.

Managing your admissions staff

You can manage your admissions staff via the Users page.

_admissions_-users.png

To edit an admissions officer, click the Edit button in the row of the user you wish to edit.

_admissions_-new-user.png

Here you can edit the job title, first and last name, middle name, email address, work phone, and cell phone number, as well as whether or not the staff member is active. To save your changes, click Continue.

To edit an admissions officer’s roles, click the Roles button in the row of the user you wish to edit.

_admissions_-roles.png

Here you can change the roles of the user by changing the toggles next to each role. When you’re finished, click Done.

How did we do?

Admissions Officer Roles and Permissions

Contact