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Username Menu

Claire Frank
  • Updated

Overview 

The username menu in the top right corner of your site displays your name and notifies you of any pending notifications. This article explains the meaning of each option in that menu.

The username menu in Finalsite Enrollment.png

Options within the Username menu

Notifications

  • Reminders: Reminders can be set on individual contacts to manage any next steps for yourself or another team member. If you have any reminders assigned to you, you will see the number reflected in the Username menu.
  • Forms to Import: Forms to Import lists the number of Forms that are available to Import within your Forms Inbox. The Forms Inbox contains recently submitted forms that are pending import into the system due to a potential duplicate match. 
  • User Jobs: This alerts you to the number of reports/jobs that are currently running. 
    • What happens when you click it?
      • You are brought to the User Jobs page.
    • Read more here:

User Settings

  • User Notifications: These are system-generated emails that inform an Admin or Users of important activities taking place in the system. 
    • What happens when you click it?
      • You are brought to the User Notifications page where you can enable/disable the notifications you'd like to receive.
    • Read more here.
  • Parent Portal: This is the starting place for parents to fill out an application for their student. It is also where parents can complete the required items for the Admissions or Enrollment process.
  • Change Password: This allows you to change your password. Clicking it opens a pop-up window that lets you enter a new password.

  • Logout: Clicking this logs you out of Finalsite Enrollment.
 

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