General Information
General Settings
See all 7 articlesCommunication Settings
Admin Portal Account Management
- Granular Permissions for Emails and Checklists
- Communication Permissions
- Admin Single Sign-On Options (Google and Microsoft)
- Admissions Permissions
- Admin Portal Accounts: Permission & Access Controls
- Enrollment Permissions
Portal Settings
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
Checklist Settings
Forms Settings
- Forms: Basic Form Editor (Text Edits)
- Forms: Basic Editor, Advanced Editor and Support Edits Comparison
- Creating New Online Forms and Form Pages
- Form Types & States
- Forms: Advanced Editor
- Form Fields & Options