Configuration Portal Quick Start Guide

Overview

The Configuration Portal allows you to customize your programs for the CSU Transfer Planner Student Portal. Students will enter into Transfer Success Pathway (TSP) agreements with your program based on your program's configurations, so it's important to be clear and accurate with your program's requirements and expectations of transfer students.

The programs you see are imported from ASSIST. Note the following:

Your program name will match what is listed in ASSIST.
Your program description and image will match what is listed in Cal State Apply. You can update your program description as needed in CSU Transfer Planner.

Timeframe

The Configuration Portal is open between June 5–26.

Accessing the Configuration Portal

Using the Navigation Menu, click Settings.
Under the Organization section, click Transfer Planner Programs. A new window will open.
Select your program.

Selecting a Branding Image

Your branding image appears on the top of your home page. We recommend using an image that is consistent with your program or university’s branding. This is the only section where students will see your specific program's branding, so make it count!

Branding Image Guidelines

Images must be in .jpeg, .tiff, or .png format and no larger than 250kb.
File names cannot contain spaces or special characters.
Your overall image size should be 900 px by 270 px.
When selecting colors and logos, ensure you adhere to website accessibility standards. Visit WebAIM for more information on 508 compliance.

Uploading Your Branding Image

You must first go to the Cal State Apply Configuration Portal to update your branding image for your program. Then you can return to CSU Transfer Planner University Portal and enter your CSU Unique ID under Program Details. The updated branding image will automatically carry over.

Program Details

The text you include in the Program Details will be a student's first look at your program- and university-specific information. You should include an introduction, instructions on how to be a successful transfer student, and important details about your program and university. You can also include information on your specific requirements. Some examples include:

Previously-earned degrees
Needed experience
State restrictions
Deadline requirements
Supplemental applications or fees, if applicable

You can include a link to your program's page within your university's website, but make sure that all pertinent information included on your website is also included in the Program Details. This makes it easier for students to find the information they need in one place.

Content Formatting Tips:

There is no limit to the length of text, but 1,500 characters or less is recommended for the best visual display.
Use the bold, italic, and underline options to format your text, as needed.
Use the bulleted list, numbered list, and indent options to structure your text.
Use the link icon to add links to websites or email addresses. Links open in a new browser window.
If copying and pasting content from a website, first copy the content to Microsoft Word (or another text editing program, like Notepad) and format it to your liking. Then, copy it from the notepad and paste it into the editor.

Adding Your Program Details

Click the pencil icon in the top right.
Select if your program is Transfer Success Pathway (TSP) eligible.
Enter your program details and format as necessary. Review the Formatting Options section for more guidance.
Click Save to save your changes or Cancel to discard the changes.

Additional Details

Under Additional Details, you can provide more specific information about your program's transfer GPA and coursework requirements. While the CSU minimum GPA is 2.0 for transfer students, you can list your program's preferred transfer GPA here.

You must complete the Additional Details section before the configuration due date and your program goes live. You cannot make any changes after these deadlines.

Click the pencil icon in the top right.
Enter your program's minimum transfer GPA and grade requirements.
- If you have different GPA and coursework requirements for local versus non-local schools, then enter the less restrictive requirements in these fields (these typically coincide with the local school requirements).
If you have additional transfer coursework requirements (e.g., if you have different GPA and coursework requirements for local versus non-local schools), you can enter them under the Other Requirements field. Review the Formatting Options section for more guidance.
Click Save to save your changes or Cancel to discard the changes.

Formatting Options

Formatting Option	Additional Notes
Add general formatting options	Bold, Italicize, Underline, and ~~Strikethrough~~ text Apply monospaced typeface, such as Courier Superscript and subscript text Change font size Create a numbered list or bullet points Increase or decrease the indentation Align text left, center, right, or justify Single space by using Shift+Enter
Create a hyperlink with the link icon	To add a hyperlink, highlight the text you want to become the link, then click the hyperlink icon. Enter the link details, select the checkbox so that the clicked link opens the page in a new window, then click Add. To remove a hyperlink, highlight the link text and click the unlink icon.
Insert an embedded form	Obtain the embed code for the form. You may need to work with your IT or Marketing staff. On a new line of text, click the embed icon. Enter the link and click Add.

Formatting Option

Additional Notes

Add general formatting options

Bold, Italicize, Underline, and ~~Strikethrough~~ text
Apply monospaced typeface, such as Courier
Superscript and subscript text
Change font size
Create a numbered list or bullet points
Increase or decrease the indentation
Align text left, center, right, or justify
Single space by using Shift+Enter

Create a hyperlink with the link icon

To add a hyperlink, highlight the text you want to become the link, then click the hyperlink icon. Enter the link details, select the checkbox so that the clicked link opens the page in a new window, then click Add.

To remove a hyperlink, highlight the link text and click the unlink icon.

Insert an embedded form

Obtain the embed code for the form. You may need to work with your IT or Marketing staff.
On a new line of text, click the embed icon. Enter the link and click Add.

Updating Your Programs

Once your program is available in CSU Transfer Planner Student Portal, you can only make the following edits:

Opening or closing your program for TSP agreements.
Editing your program's description.

You cannot edit any other sections of the program, such as your program's minimum GPA, coursework requirements (under Additional Details), or CSU Unique ID.

Opening and Closing a Program for TSP Agreements

If your program has reached its maximum number of TSP agreements, you can close it for TSP agreements. Alternatively, if you have more spots available, you can open a program for TSP agreements. Note that only users in the Administrator role can make this change.

Using the Navigation Menu, click Settings.
Under the Organization section, click Transfer Planner Programs. A new window will open.
Select your program.
Click the pencil icon in the top right.
For the Transfer Success Pathway Eligible toggle, select on if your program is accepting TSP agreements or off if your program is no longer accepting TSP agreements.

Adding and Removing Programs

The programs you see are imported from ASSIST. If you want to add a new program, you must contact your Articulation Officer to make changes in ASSIST. Be aware that program data is imported from ASSIST in the summer. If your program is not in ASSIST before the import, then you must wait for your program to be added next year.

If you want to delete a program, use the CSU Transfer Planner Program Removal Request form. Be aware that once a program is removed, it cannot be added back to CSU Transfer Planner until the next year.