Managing Roles

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Overview

At your institution, you may have people who are responsible for completing different tasks in CSU Transfer Planner. To accommodate this, you can use the prefabricated Roles that correspond with different types of users. Each Role is customized with its own set of permissions and access. Note that a user can only belong to one Role.

Prefabricated Roles

Role	Key Permitted Actions
CCC Transfer Planner Primary User	The Administrator Role gives full access to all features. Only two people per university should be assigned to this role. Edit contacts Manage contact segments Caution: this allows users to access all contact segments that may be built already. Send contact email Manage reports Manage exports Generate exports Personalize dashboard View outreach Manage outreach campaigns & tracks Manage emails Send emails View marketing email templates Manage marketing email templates
Counselor	Send contact email Manage reports Generate exports Personalize dashboard View outreach Manage emails Send emails View marketing email templates
Report Viewer	Manage reports Generate exports Personalize dashboard
Viewer	Generate exports View outreach View marketing email templates

Role Actions and CSU Transfer Planner Functionality

Contacts

Role Action	Definition
Edit Contacts	Allows users to add or remove any Contact, and edit any data on Contact records. Edit all Contact settings, such as Contact Types, Contact Properties, and Integrations.
Manage Contact Segments	Allows users to add, remove, or edit Contact Segments, their Categories, and contained filters.
Send Contact Email	Allows users to send emails to contacts.
Resend Activation Emails	Allows users to resend activation emails from the Pending Accounts page.
Activate Pending Contacts	Allows users to activate contacts from the Pending Contacts page.

General Settings

Role Action	Definition
Manage Global Data Restrictions	Allows users to configure Global Data Restrictions.
Manage Users	Allows users to add, remove, or edit any user and their metadata, such as Role, Team, and Portal Access.
Invite Users	Allows users to send portal invitation emails to users for initiation of system access.
Manage Roles	Allows users to create and edit any Roles in the software.
Impersonate Organization Users	Allows users to temporarily access the CSU Transfer Planner Portal on behalf of a specific user to troubleshoot or configure their account.
Manage Reports	Allows users to add, remove, or edit any report, its content, and sharing link settings.
Manage Goals	Allows users to add, remove, or edit any Goal and its available metadata, such as Target, Segment, and Dates.
Manage Exports	Allows users to add, remove, or edit the set of Exports, their names, contents, filters, schedule, and delivery settings.
Generate Exports	Allows users to export files, including any applications or data they are permitted to view.
Personalize Dashboard	Allows users to customize the default Dashboard’s contents, filters and layout to match one’s own personal preferences.

Marketing

Role Action	Definition
View Outreach	Allows users to view the sent list and contents of emails, text, and voice messages in campaign tracks.
Manage Outreach Campaigns & Tracks	Allows users to turn off messages and to create, edit, and delete tracks.
Manage Emails	Allows users to create, edit, and delete emails on the campaign tracks pages.
Send Emails	Allows users to activate and deactivate emails to be sent. Set the schedules for email tiers.
View Marketing Email Templates	Allows users to view the active and archived email templates on the Email Templates list page.
Manage Marketing Email Templates	Allows users to create, edit, and archive email templates. Note that changing templates doesn't impact existing emails.