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Finalsite Enrollment Help Center home page
  1. Finalsite Enrollment
  2. System & Settings

System & Settings

Customize your site so you can make improvements and adjust to changes in your process to suit your unique needs.

General Information

  • Username Menu
  • Refunds (Stripe Legacy)
  • Admin Settings

General Settings

  • Contact Information
  • Basic Setup
  • Grades
  • Activity Items
  • File Management
  • User Notifications
See all 7 articles

Communication Settings

  • Communication Tools & Settings

Admin Portal Account Management

  • Managing Admin Transitions in Finalsite Enrollment
  • Granular Permissions for Emails and Checklists
  • Communication Permissions
  • Admin Single Sign-On Options (Google and Microsoft)
  • Admissions Permissions
  • Admin Portal Accounts: Permission & Access Controls
See all 14 articles

Portal Settings

  • Managing Admin Permission Groups: Creating New Groups and Adding Users to Them
  • Admin Permission Groups
  • Customizable Portal Terminology for Admissions & Enrollment
  • Parent Portal Design: Custom CSS
  • Admin Portal Content: Contact Widget
  • Parent Portal Content
See all 8 articles

Financial Settings

  • Guide to Requesting Contract Fee and Rule Additions and Updates
  • Payment History Report
  • Billing Categories
  • Reconciliation Reporting/Payout Report
  • Billing Category Group Best Practices
  • Deposit Setup
See all 13 articles

Checklist Settings

  • Checklist Management & Settings
  • Checklist Overview
  • Checklist Item Types
  • Common Checklist Items

Lottery Settings

  • Lottery Basics
  • Running a Lottery
  • Lottery Settings
Finalsite Enrollment