Enrollment Permissions

The Enrollment permission grants access to enrollment list pages, enrollment-tab field data on contact records, and the enrollment checklist, and is required for admins who manage new and returning student enrollment.

💡Quick Answers

What list pages does the Enrollment permission unlock? The Enrollment tab and associated list pages (Students in Enrollment, Enrolled Students); the Tuition & Fees list page also requires Financial permission.
What does the Enrollment permission unlock on contact records? The enrollment checklist, field data on the Enrollment tab, enrollment-checklist files and forms (except contracts, which require Financial permission), and enrollment-tagged notes and activities.
What does the Enrollment permission unlock in Search & Reports? Searching and displaying columns for enrollment-tab field data, viewing enrollment status counts below the funnel (with Admissions permission too), and bulk-updating enrollment checklist items.
Who can manage enrollment checklist settings in Settings? Only Admins and System Admins with Enrollment permission can access the enrollment checklist settings page.

The Enrollment permission option provides access to:

List Pages

Enrollment tab and associated list pages (Students in Enrollment, Enrolled Students). Note: The Tuition & Fees list page within the Enrollment tab requires Financial permissions.

Search & Reports

Searching or displaying columns for field data that is grouped under the Enrollment tab on the contact record. Click here to learn more about which field groupings are included within the Enrollment tab.
Current counts for Enrollment statuses below the funnel. (Must also have Admissions Permissions).
Bulk updating Enrollment checklist items.
Please note: If enrollment permissions are disabled, but financial permissions are enabled for an account, that account will have access to the following field groupings: contract, tuition and fees, tuition assistance, and scholarship.

Contact Record

Enrollment checklist.
Field data that is grouped under the Enrollment tab. Click here to learn more about which field groupings are included within the Enrollment tab.
Files and forms that were submitted to the Enrollment checklist. Exceptions: Viewing a submitted contract requires Financial Permissions. The student profile picture will also show at the top section of the contact record regardless of permissions.
Notes, Activities and Emails that either have no visibility permissions set within the Recent Activity section, or that have the 'Enrollment' visibility permission set.
Please note: Fields that are added to the Contact Widget section of the contact record will be display regardless of which permissions are set.

Settings

Enrollment checklist settings page (Admin and System Admin roles ONLY).

Additional Resources