Skip to main content
CollegeSource Production

Users tab

Transferology Lab user administration is performed entirely within the Lab application. All users can edit their own user information via the Update Profile tab on their profile. School admins (only) can edit other users' information via the Users tab on the School Management page (School Profile, School Management):

 

 

Click the Edit button () associated with the user you wish to edit. A dialog box of User Info appears with editable fields to customize the user's preferences.

Edit User

Click the Edit button () associated with the user you wish to edit. A dialog box of User Info appears with editable fields to customize the user's preferences.

On the user's profile page, fields are chunked by type:

  • 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
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

 

Create New User

School Administrators have the ability to create new Lab users via the + Create User button (). The New User's Profile page presents several fields for the School Admins to complete.

  • If the user exists in TES, then entering an email will populate the fields from the TES data.

 

The editable profile fields are the same as editing an existing user. 

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.

  • Was this article helpful?