Working with Your Outcomes-Based Student Portal

Web Address

To modify the web address of your Student Portal, use the Domain field. You can change this to a subdomain that your institution has directed to us (e.g., studentportal.yourschoolwebsite.edu), or any subdomain of .admissionsbyliaison.com or .liaisonoutcomes.com that is not currently in use.

Use the Browser Title field to adjust the text that appears as the page title for visitors to your Student Portal.

        

Modules

Use the Modules area to toggle on or off your Applications or Events modules. If either item is turned off, the corresponding feature will be unavailable for applicants to work with.

Contact Information

The Organization Display Name is the name that appears at the top left of your Student Portal Dashboard.

        
The Organization Website URL, Support Email Address, and Support Phone Number control what appears on the Contact Us panel of the Student Portal Dashboard.

        

Branding Messages

1. Login Welcome Message: This controls the message that visitors to your Student Portal see when they click the log in icon, as seen below.
   
   
2. Welcome Image: This controls the image that appears on your Log In page, as seen above.
3. Dashboard Welcome Message: This controls the welcome message that appears on the Dashboard, as seen below.
   
   
4. Dashboard Image: This controls the image that appears on the Dashboard of your Student Portal, as seen above.

Branding Icons and Logos

1. Favicon Image: a favicon is a small icon that serves as branding for your website and appears in areas such as a web browser's address bar or next to the site name in a bookmark list.
   
   
2. Full Logo Image (Dark Logos): this logo appears at the top left of the Student Portal when there is a light-colored background.
3. Compact Logo Image (Dark Logos): use this section to add a smaller version of your logo to appear on the Navigation Pane in the Student Portal.
4. Full Logo Image (Light Logos): this logo appears at the top left of the Student Portal when there is a dark background.
5. Compact Logo Image (Light Logos): use this section to add light-colored, smaller version of your logo to appear on the Navigation Pane in the Student Portal.

Colors

Use the Colors area to establish the colors you'd like to brand your Student Portal with. Enter the hex color codes that correspond with the branding colors of your choice.  If the values you enter will result in a low color contrast between page elements, you'll see a WCAG (Web Content Accessibility Guidelines) warning informing you of this.

Click Reset to Default to reset the color to the Liaison default.

Social Link Information

Complete the Social Link Information area to add social media icons that link to the appropriate pages. Icons appear at the bottom right of the Student Portal homepage.

General

Edit your Terms and Conditions Message. This controls what appears when visitors to your Student Portal click Terms of Use when creating an account on the log in page.

Programs Header

Use this section to configure what appears in the Programs area of the Student Portal as seen below.

1. Programs Header Title: the header text that appears on your Programs page.
2. Programs Header Description: the text that appears under your Program Header Title.
3. Program Header Image: the image that appears at the top of your Programs page.

Relationships

When an applicant has an account for your Student Portal, they can update their information on the My Profile page. In their profile, they have the option to add relationships. Here, they can enter the name and email address of another person (e.g., a parent or guardian) so that person becomes one of your contacts in Outcomes, allowing you to communicate with them.

The Relationships area on the Student Portal Settings page allows you to enable what type of relationships an applicant can add. To configure relationships here, you'll first need to add Contact Relationships to your Applicant Contact Type. To do this:

1. Go to Contact Types in the Contacts section of the Settings Menu.
2. In the Contact Properties area, any property that is configured as a Contact Relationship with a Property Type of Applicant or Parent/Guardian is eligible to be added to your Student Portal. To create a new property that fulfills these requirements, click Add Property.
3. Select Contact Relationship for the Property Type, and  select a  Contact Type of Student or Parent/Guardian.
4. Add a Property label, e.g., "Sibling".
5. Configure the other settings as desired and click Add then Save Changes to keep this property.

Once you've added this relationship, it will be available for you to enable in your Student Portal settings.

Updating the Verbiage of Your Activation Email

To update the text of the email that gets sent to new Student Portal registrants:

1. Click Email Templates from the System section of the Settings Menu.
2. Open the ApplicantActivation System Default email template.
3. Edit the template as desired.
4. Click Save Changes.

After updating this text, any new registrants will receive the updated version of your activation email.

Updating the Layout of your Activation Email

To update the layout of the email that gets sent to new Student Portal registrants:

1. Click Email Templates from the System section of the Settings Menu.
2. Open the OrganizationMaster System Default email template.
3. Copy and paste the following HTML snippet (click the view source icon below):

<!DOCTYPE html>
<html>
<head>
  <meta content="UTF-8">
  <title></title>
</head>
<body>
  <div class="content" style="border-radius: 3px; box-shadow: 0 1px 3px #ddd; margin: 0 auto; font-family: Helvetica, sans-serif; max-width: 800px; background-color: #f7f8f9; border-top: 5px solid #ADDCOLORCODE;">
 
    {{{content}}}
 
    <div style="padding-bottom: 15px; padding-top:30px; color: #777;font-size: 75%; text-align: center;">
      <p><i>Copyright 2023 {{organization.name}} | All Rights Reserved.</i></p>
    </div>
  </div>
</body>
</html>

4. Within the HTML code, you can make the needed adjustments. For example:
   • to adjust the colors of the email layout, replace #ADDCOLOR with a hex code (or another valid color format) of the color you want to use.
   • to adjust the font of the email, update the font-family property.

Managing Pending Accounts

The Pending Accounts page keeps track of the accounts that have been created but not yet activated. If students lose track of their activation email, you can access this page to review and resend these messages.

Locked Accounts

Student Portal accounts become locked after a number of failed login attempts. Once this happens, students can click Forgot Password on the sign-in page to unlock their account and establish a new password.

Depending on how many times the student has entered an incorrect password, the account lock may be temporary. In this case, students can continue to use their existing password after the lock has expired. Temporary locks may last up to an hour. After an excessive amount of failed login attempts, accounts are locked until the student resets their password.