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CollegeSource Support

Profile Preview


Profile Preview is the default tab displayed within School Management page. This page provides a preview of how the school profile will appear based upon the customizations made within the General Information and Location tabs.
  • About
  • Information Links
  • Awards
  • Institution stats (Distance, School Type, Year Type, etc.)
  • Footer links


Those users assigned to the role of School Administrator have a higher level of access to the Profile Preview page that allows this role to edit the display of the page.

This functionality is possible via the Edit Profile toggle button (Edit Profile toggle.jpg).

REMEMBER: Editing the School Profile is restricted to School Administrators only.

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:






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

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

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

User's suffix (optional)

  • Max length 10

User's mailing address (optional)

  • Max length 90

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


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.


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:

NOTE: Access is limited to only those schools with audits enabled. 

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


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.