Add or Edit Contact Manager Settings for Staff

Use the Staff Member tab on the Staff page to add and edit the Contact Manager settings for staff members (such as their policies and whether they can edit advisors).

If you would rather assign policies to multiple staff members at once, you can use the Staff Policy Assignments page. Refore to Staff Policy Assignments.

Prerequisites

Authorizations:

• System - Settings - Staff - Manage

To edit the values for System Administrator (code ADMINISTRATOR), you must be logged in as the System Administrator.

Access

Settings > System > Staff > select or add a staff member > Contact Manager

Add or Edit Information

The table shows whether the permission can be selected: 

• For individual staff members

• When you configure templates for groups with a value of Instructor Group or Admissions Rep Group selected for Parent Group

For example, you cannot specify Automated User If you are using Financial Aid Automation (FAA), select the check box to specify that the staff member is the automated user. You can only specify one staff member. The staff member must be active, unlocked, must have a password that does not expire, and All Campuses must be selected for the Campus Group. The automated user can then be selected from the drop-down list to resolve Exception Processing Auto Resolve Type III exceptions. Anthology Student assigns all exceptions that are auto-resolved by the pool to the Automated User, except for the original exception that was resolved. for a group, but you can specify it when you add or edit the staff member.

1. Review, specify, or change the values.

   Contact Manager Tab

   Settings	Can Be Configured for Staff
   	Template for Group	Members
   Allow Editing of Advisors Select the check box if you want the staff member to have permission to edit the advisors for students.	X	X
   Allow Editing of Task Template HTML Source When selected, Anthology Student displays a Source button in the Email Message area of the page for configuring task templates with an event type of Email and Auto Disb. Cancellation/Disb. To Re-expect Alert. The staff members with permission can then select the button to add or edit the HTML source for the email.		X
   Document Policy The name of the document policy that controls access to the types of documents and the statuses that can be selected for those documents. Policies are configured by your institution.	X	X
   Show Tasks on the home page Indicate whether you want to view the tile displaying all the pending tasks assigned to you.		X
   Task Policy The name of the task policy that controls access to the tasks that staff members create using the task templates configured by your institution.	X	X

2. Save your changes.