Roles & Responsibilities
Note: Click here for information on how to edit/manage roles.
Roles are assigned to users to establish which administrative tasks they can maintain. Within the app, there are three roles:
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Admissions Manager
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Re-enrollment Manager
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Admissions Staff
Once at least one of the above roles has been assigned to a user, they will be able to access the menu and the tasks inherent in the assigned role(s).
Admissions Manager
Admissions managers are responsible for initially setting up parameters and then overseeing their ongoing maintenance. They are also able to process candidate records, assign financial aid, make decisions, and other related tasks.

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Initial SetupCreate admissions templates
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Create the online application
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Create admissions checklists
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Customize the potential family experience
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Other initial setup to customize Enrollment Management
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As Needed
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Process candidates through the admissions process
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Complete inquiries on behalf of candidates
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Run reports
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Director of Admissions
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Director of Financial Aid
Admissions Staff
Admissions staff have fewer manager tasks than admissions managers and do not complete most of the initial setup. This role is typically used only if you have a large admissions office with dedicated staff for each candidate, and only the admissions manager will be responsible for setting up the software.
If you aren’t sure whether your school should use the admissions staff role, please ask your software consultant.

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As Needed
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Process candidates through admissions process
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Complete inquiries on behalf of candidates
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Run reports
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Admissions Associate
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Admissions Staff
Re-enrollment Manager
Re-enrollment managers are responsible for creating and editing all contracts for accepted candidates and returning students. They are also responsible for handling all returned contracts.

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Initial Setup
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Create contracts
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As Needed
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Handle signed contracts
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Director of Admissions
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Admissions Staff