User Access and Management

User access requires account creation for those staff members that should have access to the Enrollment Manager application, including Enrollment Manager, Bulk Email, Event Registration Management, and Forms Manager. Requests for new users or changes to existing users should be made through the Admissions Lab Support Team.

One license equals one user account/login.

Single sign-on

The Enrollment Manager user login allows access to the following:

  • Email Marketing
  • Event Registration Manager
  • Forms Manager
  • Analytics

It is possible that users will have varying levels of access to the system.  Specific access requirements for each user are defined by the client on the User Worksheet.

User roles/access

Enrollment Manager:

  • Administrator: The maximum level of Enrollment Manager access including but not limited to creating reports, creating/ initiating duplicate check processes, creating teams, etc…
  • User: Standard access for all basic Enrollment Manager functionality including the ability to modify/add records, utilize Advanced Find, create/manage outreach lists, etc…
  • Restricted Access: This role has read-only access to most information but limited access to financial aid information. This role has the ability to create new activities and can have access to data entry forms, but cannot create or modify other existing records. This role is best suited for users involved in telephone campaigns, users answering phones or email, or staff members around campus that need very basic functionality. Licenses for this role are available at a discounted rate.
  • Read-only: User may view information, but no additions or modifications can be made.  Read-only user accounts do not count against the number of contracted licenses.

Bulk Email:

  • Bulk email access allows users to create content, modify and send bulk emails.
  • If the user will have bulk email access, a “from address” should be designated on the user worksheet.

Event Registration Manager:

  • Event Manager Admin: This allows the user to create/update event domains such as event types, locations, messages, sessions, and requests.
  • Event Manager Admin Delete: This allows the user to DELETE event domains.
  • Event Staff: This allows the user to create/update events and manage registrations.
  • Event Staff Delete: This allows the user to DELETE events.
  • Event Manager Check In: This allows access to the check in application to mark students as attended.
 
We recommend that power users of events have all 5 roles. We recommend that you limit Admin, Admin Delete, and Staff Delete roles to power users of events only. If you have some light user of events, we recommend that they start with the Staff and Check In roles. If you have users that do not access events, they do not need any user roles. Roles can be updated for individuals in the future as the functions of the office change.

Forms Data Manager:

  • Access to Forms Data Manager allows the user to review and take action on data related to online inquiry and/or application form submissions.

Note: Beginning with the May 2013 release, Security Roles in Enrollment Manager are becoming more granular, to better allow fine-tuning of permissions. More information about this is below. 

User roles/access

Enrollment Manager:

Requests for new users or changes to existing users should be made through the Admissions Lab Support Team.

Read-only: User may view information based upon the EM - Base and other roles granted, but no additions or modifications can be made.  Read-only user accounts do not count against the number of contracted licenses.

EM - Restricted User: User may view information about persons, opportunities and organizations, and may create and edit activities.

EM - Services: 

read only access to Persons, Opportunities, Activities/Tasks, Scores, Race, Interests, Custom, PersonOrg, Connections, Interactions, Travel Management and Dashboards, 

and may create and edit activities.

 

The EM - Base role is the foundation upon which other roles build, with the exception of the three EM roles above.

EM - Base: Create, update access to core records, marketing, sales, business mgmt, service management , customization
         settings and custom entities - org level for most.

EM - Base - Update Others: allows create, update access to base entities owned by others

EM - Base - Update Others - Delete: allows create, update access to base entities owned by others

EM - Admin - Competitors and Users: 

allows create, update access to Sales menu - competitor, sales lit & territory - org level

EM - Admin - Competitors and Users - Delete: allows delete access to Sales menu - competitor, sales lit & territory - org level

EM - Admin - Delegate: allows act on behalf of another user - org level

EM - Area - Admin: allows access to Admin menu

EM - Area - Analytics Dashboard: allows access to Dashboard menu

EM - Area - Event Management: allows access to the Events Manager feature

EM - Area - Opportunity Merge: allows access to Opportunity Merge feature

EM - Area - ReqGrid: allows access to ReqGrid feature

EM - Area - Travel Management: allows access to Travel Management menu

EM - Area - Web Forms Manager: allows access to Web Forms Manager application

EM - Data File Import: allows access to EM Import utility

EM - Data Import CRM: allows access to CRM Import menu for non-student data

EM - Delete Person, Opp, Org: Can delete Person, Opportunity, Organization

EM - Duplicate Detection: allows access to Duplicate Detection menu and wizard

EM - Email Marketing: allows create and update access to Email Marketing menu and wizard, custom entities re: Mailings and
         Mail links.

EM - Email Marketing - Admin: allows create, update access to mail definition, mail subscription and mail template

EM - Email Marketing - Admin - Delete: allows delete access to mail definition, mail subscription and mail template

EM - Email Marketing - Delete: allows delete of Mailings and Mail links.

EM - Events - Admin: allows create, update access to Events domains - types, locations, messages, other related domains

EM - Events - Admin - Delete: allows delete access to Events domains - types, locations, messages, other related domains

EM - Events - CheckIn: allows access to Events Registration Checkin app

EM - Events - Staff: allows create, update access to Events, registrations, adding sessions, requests, guests, messages, etc.
        ONTO events

EM - Events - Staff - Reg only: allows create, update access to registrations, adding sessions, requests, guests, messages, etc.
        ONTO events

EM - Events - Staff - Delete: allows delete access to Events, registrations, adding sessions, requests, guests, messages, etc.

        ONTO events

EM - Landing Pages: allows access to Landing pages

EM - Opp - Awards: allows create, change access to Awards information

EM - Opp - Awards - Delete: allows delete access to Awards information

EM - Opp - Custom Data: allows create, change access to Custom Data information

EM - Opp - Custom Data - Delete: Delete: allows delete access to Custom Data information

EM - Opp Related: allows create, update access to Opp related records, except those separated out

EM - Opp Related - Delete: allows delete access to Opp related records, except those separated out

EM - Opportunity Relationship: allows create, update access to Opp relationship records (to be discontinued)

EM - Opportunity Relationship - Delete: allows delete access to Opp relationship records (to be discontinued)

EM - Org Related: allows create, update access to Org related records

EM - Org Related - Delete: allows delete access to Org related records, except Org itself

EM - Organization Relationship: allows create, update access to Org relationship records (to be discontinued)

EM - Organization Relationship - Delete: allows delete access to Org relationship records (to be discontinued)

EM - Outreach List Menu: allows create, update access to Org related records

EM - Outreach List Menu - Delete: allows delete access to Outreach List menu items

EM - Person Related: allows create, update access to Person related records, except those separated out

EM - Person Related - Delete: allows delete access to Person related records, except those separated out and Person itself

EM - Person Relationships: allows create, update access to Person relationship records (to be discontinued)

EM - Person Relationships - Delete: allows delete access to Person relationship records (to be discontinued)

EM - Reports - Change Default Filter: allows the user to change the default filter for reports

EM - SMS: allows access to text messages

EM - Social Media: 

allows access to Facebook

EM - SSN: allows access to see, edit, delete SSN on form (also needs SSN Profile)

EM - Travel Management: allows create, change access to Travel Data/entities

EM - Travel Management - Delete: allows delete access to Travel Data/entities

EM - Web Intelligence: allows access to Web Intelligence menu

Subpages (1): Password Management
Comments