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Admissions Permissions

Josh
  • Updated

The Admissions permission gives admins and users access to admissions-related list pages, search columns, contact record data, and checklist settings. System Admins configure permissions under each admin account.

💡Quick Answers

  • Which list pages does the Admissions permission unlock? The Admissions tab and its sub-pages: Prospects, Inquiries, Applicants, Candidates in Review, and Entering Enrollment.
  • What does it unlock in Search & Reports? Searching and displaying fields grouped under the Admissions tab, the Admissions Funnel, and bulk updating Inquiry or Admissions checklist items.
  • What does it unlock on the contact record? The Admissions checklist, all admissions-grouped fields, files and forms (including the Application), and visibility-restricted notes/activities/emails set to 'Admissions' or 'All'.
  • What settings come with the permission? Inquiry and Admissions checklist settings pages, restricted to Admin and System Admin roles.
  • Can fields in the Contact Widget be restricted by permission? No. The Contact Widget shows fields regardless of which permissions are set.
  • Where do I configure who has Admissions permission? Settings > Portal > Admin Portal Accounts. See Admin Roles and Permissions for details.

Admissions Permissions

The Admissions permission option provides access to: 

List Pages

  • Admissions tab and associated list pages (Prospects, Inquiries, Applicants, Candidates in Review and Entering Enrollment).

Search & Reports

  • Searching or displaying columns for field data that is grouped under the Admissions tab on the contact record. Click here to learn more about which field groupings are included within the Admissions tab.
  • Admissions Funnel and current counts for Admissions statuses below the funnel.
  • Bulk updating Inquiry or Admissions checklist items.

Contact Record

  • Admissions checklist.
  • Field data that is grouped under the Admissions tab. Click here to learn more about which field groupings are included within the Admissions tab.
  • Files and forms that were submitted to the Admissions checklist, including the Application. The only exception is the student profile picture, which shows at the top section of the contact record.
  • Notes, Activities and Emails within the Recent Activity section that are set to be visible to 'Admissions' or 'All'.
  • Please note: Fields that are added to the Contact Widget section of the contact record will be displayed regardless of which permissions are set.

Settings

  • Inquiry and Admissions checklist settings pages (Admin and System Admin roles ONLY)

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