This is an overview of how to get started with Slate.org as a CBO or Independent college counselor. 

Slate.org is a free platform that allows you to:

• Invite students to join Slate.org

• Accept student counselor invitations

• Email students

• View applicant information and decisions in a read-only format

Register

Get started with the registration process:

1. Click  High School Counselors on the slate.org website to create your free Slate.org account.

   

2. Fill out the required fields and select Community-Based Organization with CEEB code/without CEEB code or Independent Counselor as your affiliation. 

3. Provide a link to an online directory or page where your role, email address, and organization can be verified. If your information cannot be verified online, please upload a scanned copy of your business card. 
   
   Account verification can be handled by any colleague at your institution who has an active Slate.org account. If no other active accounts exist, the verification process will be handled by Technolutions. We recommend using your work email address to expedite the verification process.  

Slate.org Home

From the Slate.org home page, you can do the following as a CBO/Independent counselor:

• View, accept, or decline student invitations via the counselor invitation feed

• View recent activities and updates regarding student invitations to Slate.org

Profile

Click  Profile  in the left navigation bar to:

• Update your profile and contact information 

• Update your institution profile

• Add and manage associated users

Click Students in the left navigation bar to:

• Invite students to join Slate.org and grant you read-only access to application data and decisions

• View application statuses, checklists items, and decisions

Invite Students

1. Click  Students in the left navigation bar.

2. Click   Invite Students.

3. On the next screen, click  Invite Student.

4. Enter the student’s information in the Invite Student popup window and click  Invite.
   You will always see a list of the active students who have granted you access to application information and invited students awaiting a response. 

Colleges

Clicking  Colleges in the left navigation toolbar will give you:

• A list of undergraduate colleges and universities that use Slate for admissions.

• The number of applications that are being shared with you.

• The ability to click on a college or university to see additional details regarding the application data they are sharing.

Help

Click on the Help icon to:

• Access documentation and training videos

• Connect with other counselors and colleges in the community forum

• Provide feedback and ideas for new Slate.org features

Any questions can be directed to [email protected].