Permissions for the CRM

Select ALL access options necessary for your role.

View standard records

I need to view data, including student records, applications, inquiries, test scores, list views, reports and interact with tasks, chatter, notes, etc.

Create and edit standard records

I need to create and edit data including student records, inquiries and interact with email, tasks, chatter, notes, etc.

View event dashboards

I need to be able to view the event dashboards, so I can see who is registered and attended for my programs.

Limited basis for existing business practices

Create and edit campus-wide events

I need to create and edit events within the CRM and manage participant lists and reports.

Manage participants of campus-wide events

I need to be able to create and edit participants, guests and payment information.

Check in participants at campus-wide events

I need to be able to edit participants and guests and view payment information.

Create and send email campaigns

I need to create campaign messages for mass outbound email flow, build required email templates and reports necessary to send campaigns.

Access for iTAC support staff

I need to provide technical support, access, or training for the K-State community.