Managing Primary Contacts List

Overview

Each CAS maintains a list of primary contacts for each organization, which is referred to when questions arise from within the organization, the association, or the Liaison support teams. To make this information more easily maintained and visible to all parties, a View Contacts and Add Contacts section is available in the CAS Configuration Portal.

While admissions users can view the contacts for their organization, only you can manage this contact list. If admissions users need to update the primary contacts, they must contact you or a member of the account team.

Note the following behaviors for the contact list:

• Up to two primary contacts can be listed for each organization.
• These primary contacts should be the individuals in charge of granting other users at their organization access to the CAS Configuration Portal, WebAdMIT, and Liaison Outcomes. You will want to confirm that these individuals have the appropriate level of access in each system to do this.
• The primary contact list is not limited to a single CAS cycle; instead, the same primary contact list will appear across cycles. Therefore, you can use this feature to maintain the most current primary contact list.
• For all existing organizations, you can make edits to the contact list in the CAS Configuration Portal production environment. For new organizations, you will make updates in the CAS Configuration Portal prelaunch environment until the organization and its programs are promoted to production, after which you'll make edits in the production environment.

Adding Primary Contacts

From the Organization Details page, click Add Contacts. Then, enter the primary contact's information, and click Save.

Managing Primary Contacts

You can manage the primary contacts for each organization from the Organization Details page. Click View Contacts to see the contact list.

Exporting Primary Contacts

You can export the primary contact list from either the Organization Details page (which will only include that organization's primary contact list) or the Organizations & Programs page (which will include all organizations within your CAS and their primary contacts). In either location, click Export. The file includes an Organization Contacts sheet with the applicable information.