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Liaison

Working with Your Preconfigured Roles

Your instance of Outcomes comes with several features preconfigured to make it easier for you to get started. In this article, you'll find screenshots of the settings for each Role that has been set up for you. Using these screenshots, you can return your software to its default configuration.

Admissions

Within each Role, there are settings for Application Review, Application Management, Contacts, General Settings, Application Visibility, and Data Restrictions. To review the default settings for each area, navigate to the appropriate heading below.

The default settings for the Admissions Role are as follows:

Application Review

dtc-template-roles-administrator.png

Application Management, Contacts

dtc-template-roles-administrator-app-mgmt.png

General Settings, Marketing

Actions permitted within the General Settings

Application Visibility, Data Restrictions

Application visibility settings for administrators

Reviewers

The default settings for the Reviewer Role are as follows:

Application Review

dtc-template-roles-reviewer-app-review.png

Application Management, Contacts

dtc-template-roles-reviewer-app-mgmt.png

General Settings, Marketing

dtc-template-roles-reviewer-general-settings.png

Application Visibility, Data Restrictions

dtc-template-roles-reviewer-app-visibility.png

Marketing

The default settings for the Marketing Role are as follows:

Application Review

Default settings for Marketing Role

Application Management, Contacts

Default settings for Marketing Role, application management

General Settings, Marketing

Default settings for the Marketing role, Marketing

Application Visibility, Data Restrictions

dtc-template-roles-marketing-app-visibility.png

 

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