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