Settings

Forgot Password

Invite New Staff User

Managing Roles and User Permissions

Add a Two-Way SMS Number

Configure the Online Student Application

Configure Standard Admissions Documents

Configure Application Fee

Generate a Developer Key

Manage Lead Sources

Manage Lead Statuses

User Settings

Update Account Email

Update First/Last Name

Setting an Email Signature

Manage User Notifications

Update Account Phone Number

Applicants

Student Application Approval & Program Selection

Approve an Admissions Document

Send an Enrollment Agreement

Countersign an Enrollment Agreement

Email an Applicant

Request a New Admissions Document

Update Applicant Admissions Advisor

Enrolling an Applicant

Leads

Add a Lead (Form)

Remove a Lead

Create a New Sequence

Courses

Create a New Course

Create a Course Schedule

Add Students to a Course

Add Student Hours (Manual)

Add Student Grades

Edit Hours by Student

Remove Student from Course

Close a Course

Mark Student ‘Incomplete’

QR Code Attendance (Class-Level)

Programs

Create a New Program

Change Program Name

Update Program Tuition and Fees

Validate Programs

Students

Drop a Student

Update Anticipated Graduation Date

Student-Level Additional Fields

Validate Imported Students

Add Transfer Hours for Students

Graduation

Graduate Student

Add Student Employment Info

Configure the Graduation Checklist

Student Portal

Upload Admissions Documents

Sign an Enrollment Agreement

Clock-In for Class

Toggle-On Auto Debiting

Integrations

Canvas

Pivot Point Integration

CIMA Integration

Updating a G2 Review