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School Management

All users logged in to the Transferology Lab will have access to their School Management page from the School Profile option on the Transferology menu bar.

All users will have access to a minimum of two tabs: Profile Preview and Users:

NOTE:
Access branding and marketing guidelines via the How to promote your school link under the tabs.

Profile Preview tab

Profile Preview is the default tab displayed within School Management page because it provides a preview of how the school profile will appear based upon the customizations made within the General Information and Location tabs:

Images
The institution image dimension for the larger banner is 830×270 and the smaller thumbnail is 170×170. Only CollegeSource staff can edit these images. Please contact us for assistance.

Under the "About" section on the Profile Preview tab is a time/date stamp that tracks the most recent updates to both the School Profile and Equivalencies

Users tab

The Users tab lists all of the Transferology users (alphabetically by name) located at the user's school by Name, Email, Status, and assigned Roles.

Edit Your Own User Info

Transferology Lab user administration is entirely accessible from within the Lab application. ALL Lab users can edit their own user information via the Update Profile tab on their profile.

 

Edit User Info for Others

School admins (only) can edit other users' information via the Users tab on the School Management page (School Profile/School Management):

 

School Admins can click the Edit button () associated with a user to edit information. A dialog box of User Info appears with editable fields to customize the user's preferences.

  • The top portion of the dialog box contains customizable fields of user information
  • The bottom portion of the dialog box contains selectable checkboxes that the State Admin can use to to designate user role(s)

 

Editable profile fields include the following:

 

Field

 

 

Description

Active Status
  • User Status Active
  • Select to mark the user as active
  • Deselect to mark the user as inactive
User Info
Email*

User's email address

  • Max length 90
Phone Number*

User's telephone number

  • Max length 20
Job Title*

User's job title

  • Max length 90
Salutation

User's preferred salutation (optional)

  • Max length 50
First Name*

User's first name

  • Max length 50
Last Name*

User's last name

  • Max length 50
Suffix

User's suffix (optional)

  • Max length 10
Address

User's mailing address (optional)

  • Max length 90
City*

User's city

  • Max length 90
Country* User's country of residence
State/Province* User's state or province
Zip Code*

User's zip code

  • Max length 20

Required

User Role(s)
  • advisor

 

 

 

Check to select role(s)

  • school admin
  • recruiter
  • program admin
  • state coordinator
  • TES evaluation
  • transfer specialist

 Click Cancel () to cancel changes to user information. Click Save () to conserve changes; a green Saved User Data confirmation bubble appears in the upper right corner to notify the user of the saving.

Status

The Status column provides a visual indication as to which users are Active () in green or Inactive () in gray.

View only the active users by clicking the checkbox  in the upper right corner of the page.

 

Email addresses appear as blue hyperlinks that load into your email application when clicked:

School Administrators will see additional options (i.e., see role permissions, create a user, export, and/or edit user).
Showing

The Showing drop-down menu at the top of the Users tab allows users to apply a filter to the list of users by role:

  • All Roles (default)
  • Advisors
  • Recruiters
  • State Coordinators
  • TES Evaluators
  • Transfer Specialists
  • School Admins
  • Program Admins

For additional information on tabs or access to areas of the application, check with your School Administrator.

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