Breakout: What Have I Been Missing? John P. Panzica – Transfer Solutions Specialist, CollegeSource, Inc. 2017 DARS User Conference Oct 4-5, 2017 • Cragun’s Resort and Hotel on Gull Lake

User Role Permissions All Users: •Advisor: • Recruiter: My Profile View School Profile/List of Users Transfer Equivalencies Replacement Courses Course Bundles Programs •Advisor: Advise Students • Recruiter: Recruit Students Each role controls a different page or pages. Individuals that will do all functions need to have all roles.

User Role Permissions • Transfer Specialist: • Program Administrator: Manage Source Schools Check Transfer Rules Category Mappings/AltCourses Glossary Messages Popular Courses Unknown Equivalencies TES Evaluations • Program Administrator: Manage Programs • School Administrator (Admin): School Management Profile, General Info, Contact E-mails, Campuses, Users Student Traffic Statistics Lab Traffic Statistics Year Term Conversions Promote Your School Pathway Management Each role controls a different page or pages. Individuals that will do all functions need to have all roles.

Thank you! John P. Panzica johnp@collegesource.com