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