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Constituents

Whether students, faculty, parents, alumni, or others, Constituent Manager gives you the ability to keep track of your community and their information, as well as manage their portal accounts. Upload data to Constituent Manager using a datasheet, or integrate with your student information system to automate the process. In addition, this section contains information about how to manage admin users, their accounts, and permissions.

Site users

  • Constituent Manager overview
  • Managing User Subscriptions and Making Profile Edits
  • Public Users
  • User password reset options
  • Allowing Parents to edit their profile data
  • Allowing users to control profile data visibility
See all 8 articles

Portals

  • Portals overview
  • Create a role-protected portal
  • Preview role-restricted content
  • Portal account user FAQs
  • Best practices for portals
  • Create a role-protected directory page

Admin users

  • Admin users workbook
  • Working with Site Admin Users
  • Manage site administrator groups
  • The Admin Users page
  • Add and remove admin users
  • Create admin user groups
See all 10 articles

Admin permissions for modules

  • Admin permissions for modules
  • Athletics Manager admin permissions
  • Calendar Manager admin permissions
  • Constituent Manager admin permissions
  • eNotify admin permissions
  • Forms Manager admin permissions
See all 15 articles

Managing user data

  • Hide directory emails from spammers
  • Create constituents in Constituent Manager
  • Customize constituent profile data
  • Set directory profile data visibility
  • Creating portal usernames
  • Editing user thumbnail images
See all 9 articles

Uploading constituent data

  • Upload Personal Reports
  • Populate constituent datasheet templates
  • Upload constituent data to Constituent Manager
  • Bulk uploading faculty images

Exporting constituent data

  • Multiple ID columns in export files
  • Exporting user data by role membership
  • Exporting a list of users who have never logged into the site
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