Approving User Accounts

Technolutions will only approve the first administrative user for a Slate.org institution. Once that administrative account is established, that administrative user will add users to the institution through the Users link on the Profile page. Additional users requesting a new account affiliated with your institution will appear with an awaiting approval status.

Manage Users

 

Approving Users 

1. Click the Profile tab in the Slate.org navigation menu. Your profile page appears.

Profile Tab

2. Click the Users link that appears under your profile name. The Manage Users section appears.

Users Link

3. Locate the name of the user who is awaiting approval in the AWAITING APPROVAL area. A Review New User popup appears.

Select User

4. Review the user information presented on the popup. If approving access for the user to your institution's Slate.org account, select from the options presented in the Access & Permissions section:

  • Account Administrator enables a user to update, approve, and add new users.
  • Manage Applications enables access to applicant information and decision data.
  • Coordinate Visits enables users to create and edit visits, and to update registrations and invitations.

If either Manage Applications or Coordinate Visits is selected, a Download Student Data option appears. Any user with Download Student Data permissions can filter results and download student lists to an Excel file.

Once the permissions are set as desired, click Approve Access.

If you do not want to approve access for the user, click Decline Access (deactivate the user and deny their access to your institution's Slate.org account) or Cancel (do nothing and leave the user's status as "awaiting approval.").

Approval

Adding Users

1. Click the Profile tab in the Slate.org navigation menu. Your profile page appears.

Profile Tab

2. Click the Users link that appears under your profile name. The Manage Users section appears.

Users Link

3. In the Manage Users section, click Add a Colleague.New User popup appears.

Add Colleague

4. Add the user name and contact information.

  Best Practices

  • Email: Be sure to submit the person's professional email address rather than a personal address.
  • Title: Include the user's title or position (for example, Director of College Counseling).

5. Click Save. An account confirmation email with a temporary personal identification number (PIN) is sent to the new user.

New User

Managing Users

1. Click the Profile tab in the Slate.org navigation menu. Your profile page appears.

Profile Tab

2. Click the Users link that appears under your profile name. The Manage Users section appears.

Users Link

3. Locate the name of existing user in the YOUR SCHOOL USERS area. An Edit User popup appears.

Select Existing User

Perform one of the following actions:
  • Edit the user details as desired and click Save.
  • Click Inactivate to remove the user's ability to log into Slate.org under your institution.
  • Click Reset password to send the user an email with a temporary PIN. The user can then set a new password upon logging in with this PIN.

Edit User

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