Managing Roles

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.

You can access Roles from the Navigation Menu: click Settings, then under the Organization section, click Roles.

Prefabricated Roles

You can use the following prefabricated Roles in CSU Transfer Planner when creating or updating user accounts.

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. Manage contact segments Caution: this allows users to access all contact segments that may be built already. Manage reports Manage exports Generate exports Personalize dashboard View outreach Manage outreach campaigns & tracks Manage emails Send emails View email templates Manage email templates
Reports Access	Personalize dashboard Manage reports Generate exports
Counselor	Personalize dashboard Manage reports View outreach Manage emails Send emails View email templates Generate exports

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.

Manage contact segments
- Caution: this allows users to access all contact segments that may be built already.
Manage reports
Manage exports
Generate exports
Personalize dashboard
View outreach
Manage outreach campaigns & tracks
Manage emails
Send emails
View email templates
Manage email templates

Reports Access

Personalize dashboard
Manage reports
Generate exports

Counselor

Personalize dashboard
Manage reports
View outreach
Manage emails
Send emails
View email templates
Generate exports

Role Actions and CSU Transfer Planner Functionality

When creating Roles in Admissions, you can select which actions are available to the users with each Role. See below for a description of the available actions.

Contacts

Role Action	Definition
Manage Contact Segments	Allows users to add, remove, or edit Contact Segments, their Categories, and contained filters.

General Settings

Role Action	Definition
Manage Reports	Allows users to add, remove, or edit any Report, its content, and sharing link settings.
Manage Exports	Allows users to add, remove, or edit exports and their settings, including 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 Email Templates	Allows users to view the active and archived email templates on the Email Templates list page.
Manage Email Templates	Allows users to create, edit, and archive email templates. Note that changing templates doesn't impact existing emails.