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Configuration of your institution’s single-sign on (SSO) if using.
Configuration of Campus Cafe permissions.
List of individuals requiring access and understanding of functional access desired.
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The target ID salutation, name, nick name, marital status, birth date, death date, deceased code, Social Security Number and race take precedence over the source ID name.
A target ID address takes precedence over a source ID address. If the source ID contains an address associated with an address type that does not exist in the target ID, that address will be added to the target ID’s record.
A target ID email takes precedence over a source ID email. If the source ID contains an email that does not exist in the target ID, that address will be added to the target ID’s record.
Enrollments and degrees from the source ID are added to enrollments and degrees in the target ID.
Student account transactions from the source ID are added to transactions in the target ID.
If the source ID represents the instructor of any course sections, the instructor for those course sections will change to the target ID.
The faculty info (faculty detail) from the source ID will take precedence over the target ID.
The target ID’s permission group, username and password take precedence.
Previous actions made by the source ID number will remain unchanged.
Audit logs remain unchanged. Any prior actions made by the source ID will show the source ID number as the user who made the change. Future actions by the user will show the target ID number.
Admissions counselor assignments remain unchanged. Prospects are assigned to STParms, not directly to users. Refer to admissions counselor documentation.
Merge two accounts
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This process doesn’t merge students with multiple financial aid ISIR revisions. Instead, go to F/A Packaging and delete the duplicate ISIR packaging records from one of the accounts. Then merge the accounts. |
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Go to Admin > Merge Person or Organization.
Select the Batch Merge tab.
Click Browse and select your spreadsheet.
Click Submit. The results appear.
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Create and Update SYUSER Records
This process will create an SYUSER record for anyone who is in the system but does not yet have one. This includes applicants, students, faculty member, and others. The SYUSER record can have a username based on many different formats. The password is also created and can be formatted in many different ways. The group is also assigned.
Navigate to Admin > Mass User Creation
Click Submit to run process
Screen will update when process is complete