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
Updating a G2 Review