Permissions Required

Account Administrator

This article covers the process for approving, denying, adding, and managing user accounts in Slate.org.

Technolutions verifies the first Slate.org user account for your institution. Once an Active Administrative user is established, they are responsible for approving or inactivating subsequent users. Slate.org users verify a counselor’s name, role, email, and affiliation with their institution.

Approving Users 

To approve user accounts:

1. Click the Profile tab in the Slate.org navigation menu.
   

   

2. From the Manage Connected Staff list, select a user with the status In Review. A popup appears.
   

   

3. Review the information in the popup. To approve the user, assign appropriate Access & Permissions:

   • Account Administrator lets the user update, approve, and add new users.

   • Manage Applications lets the user access applicant information and decision data.

   • Download Student Data lets the user filter results and download student lists to an Excel file.

4. When the permissions are set, click Approve Access. Click Cancel to do nothing and leave the user's status as awaiting approval.

Denying Users

To deny user accounts:

1. Following the previous procedure, select a user with the status In Review. A popup appears.

2. Click Decline Access. The user account is deactivated and their access to your institution's Slate.org account is denied.

Adding Users

To add a user account:

1. Click the Profile tab in the Slate.org navigation menu.
   

   

2. Click Add a Connected Staff member
   

   

3. Add the user name and contact information.

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

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).

Managing Users

1. If any users are pending approval, click their name and either approve or decline their access.