The Contact Portal grants the Stakeholder access to associated Student and Enrolment records, and allows them to enrol Students into Intakes.
Before the Stakeholder can enrol Students, successfully, you must follow a series of steps to configure their Contact Portal.
Please read the following sub-sections, sequentially, to guide you in this process.
In this Section:
- Create a Contact-Organisation Association
- Enable the Contact Portal on the Programme
- Create an Intake-Organisation Association
- Enable Portal Enrolment for Contacts
Create a Contact-Organisation Association
Link the Organisation to the appropriate Contact from the Organisations tab.
Figure 1. Link the Organisation to the Contact
Navigate to the Organisations tab on the Contact profile, and click the green “+Link” button create a relationship between the Organisation and Contact.
Enable the Contact Portal on the Programme
Enabling the Contact Portal on the Programme will show ALL of the Intakes associated with that Programme on the Contact Portal.
- Note: You must set this up whether or not you require all intakes to show.
Figure 2. Navigate to Curriculum Index > Programme
On the Programme tab, edit the “Show in Contact Portal” field to “Yes”.
Create an Intake-Organisation Association
Link the Organisation to the appropriate Intakes from the Intake tab.
From here, you should also hide an Intake from the Contact Portal, if necessary.
Figure 3. Link the Organisation to the Intake
Navigate to the Intake tab on the Intake profile, and select the relevant Organisation (red). You can also hide the Intakes you do not want the Contact to see in the Contact Portal (green).
Enable Portal Enrolment for Contacts
Allow Contacts to Enrol Students into Intakes from the Contact Portal.
Figure 4. Portal Enrolment Enabled | Contact tab
Navigate to the Contact tab of the Contact profile and change the field to “Yes” (green).
