About people profiles
The profile screen offers an overview of an applicant, student, alum, faculty, staff or donor. Even if the person has multiple relationships with your institution - such as a student who graduates and later teaches - they will have only one profile. This means all the info about the person is in one place.
Required permissions
Access to various parts of the profile – referred to here as tabs – are controlled by permissions.
A user must log out and log in again for the change the take effect.
Tip Removing the Parent module entirely from the permission groups for staff will make configuring people profile permissions easier. The parent module is needed only for the permission group for third parties such as parents. See third-party access documentation.
Top of profile
Module | Number | Description |
|---|---|---|
Global | 1023 | Photo |
System Admin | 1272 (Impersonate students only) | Impersonate User |
Always shown | NA | Gender |
Global | 1024 | Age |
Global | 996 | Hometown and State |
Global | 1007 | Mobile Phone |
Global | 1092 | Smartphone Icon to Send Text (Requires MessageMedia) |
Global | 1105 (ID number), 983 (link to update biographical info) | ID Number |
Global | 232, 946 (RO to make internal degree read only), 947 (RO to make external degree read only) | Current Status |
Student | 674 (Academic), 675 (Financial), 676 (Student), 768 (Housing), 769 (Health) | Holds |
Global | 296 (RO to make semester status read only) | Status History |
Global | 1237 | Last Day of Attendance (LDA) |
Global | 2007 | Last Updated |
Summary Contact tab
Module | Number | Description |
|---|---|---|
Global | 358, 1212 | Tab Itself |
Global | 1094 | Username |
Global | 1024 | Date of Birth |
Global | 1255 | Gender Identity |
Global | 1259 | Pronoun |
Global | 1030 | Advisor |
Global | 1031 | Advisor(s) Email |
Global | 1034 | Emergency Contact |
Global | 1007 | Mobile Phone |
Global | 997 | Home Phone |
Global | 1003 | Work Phone |
Global | 996 | Home Address |
Global | 998 | Billing Address |
Admissions tab
Module | Number | Description |
|---|---|---|
Global | 1213 | Tab Itself |
Admissions | 10 | Inquiry Date |
Admissions | 3 | Application Date |
Admissions | 3 | Admission Progress Code |
Admissions | 3 | Application (button) |
Global | 890 | Admission Activity (button) |
Admissions | 3 | Admissions Counselor |
Admissions | 3 | Entering Semester/Trimester |
Admissions | 3 | Applied to Program |
Admissions | 3 | Accepted Program |
Global | 1213 | Admissions Site Code |
Admissions | 3 | Application Status |
Admissions | 3 | Application Amount Paid |
Admissions | 3 | Tuition Deposit |
Admissions | 3 | Housing Deposit Paid |
Student | 2013 | Financial Aid Status |
Global | 1197 and 1199 | Submitted Application Documents |
Student Degree tab
Module | Number | Description |
|---|---|---|
Global | 232, 1214 | Tab Itself |
Parent | 720 | Tab Itself |
Student | 503 | Transcript (button) |
Parent | 715 | Transcript (button) |
Student | 231 | Degree Audit (button) |
Parent | 717 | Degree Audit (button) |
Student | 1270 | Plan of Study (button) |
Student | 229 | Enrollment History (button) |
Parent | 716 | Enrollment History (button) |
Student | 228 | Register for Classes (button) |
Financial tab
Module | Number | Description |
|---|---|---|
Student Financials | 48 | Tab Itself |
Global | 1215 | Tab Itself |
Global | 998 | Billing Address |
Student Financials, Global | 48, 1215 | Payment Status (Evaluates all scheduled disbursement dates for all the student's financial aid transactions regardless of award or year. If any scheduled dates are prior to today and the award has not been disbursed, Campus Cafe sets Payment Status to Overdue.) |
Global | 375 | Billing Statement (button) |
Parent | 719 | Billing Statement (button) |
Student Financials | 48 | Ledger Card (button) |
Student | 496 | Make a Payment (button) |
Parent | 722 | Payment Link (must have third-party payment processor) |
Parent | 1252 | Credit Card Payment Link (must have third-party payment processor) |
Financial Aid tab
The information shown on this tab reflects of the current year set on Financial Aid Control (Financials > F/A Control). If the student has no data from the current year, the most recent data prior to the specified current year is displayed.
Module | Permission | Description |
|---|---|---|
Global | 1216 | Tab Itself |
Student | 2013 | Tab Itself |
Student | 984 | Awards/Disbursements |
Student Financials | 1142 | Packaging (ISIR) |
Student Financials | 1251 | F/A Doc Portal |
Alumni / Dev tab
Module | Permission | Description |
|---|---|---|
Global | 1217 | Tab Itself |
Alumni/Development | 1068 | Constituent Type |
Alumni/Development | 958 | Gifts |
Relationships tab
Module | Permission | Description |
|---|---|---|
Global | 963, 1218 | Tab Itself |
Student | 1207 | Tab Itself |
Sessions tab
Module | Permission | Description |
|---|---|---|
Global | 1032, 1219 | Tab Itself |
Global | 1150 | Roommate |
Global | 1221 | Roommate Email |
Global | 1222 | Roommate Cell |
Global | 1223 | Roommate Id# |
Activities tab
The specific activities shown depend on your activity tracking permissions.
Module | Permission | Description |
|---|---|---|
Student | 1209 | Tab Itself (logged in user profile) |
Global | 1220 | Tab Itself (other users) |
Student | 1198 | Activities (your activities) |
Global, Student | 890 or 1199 | Activities (other users) |
