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Navigating Settings

Working with the Settings Menu

If you have administrator access in Outcomes, you can access the Settings menu. The available options here are dependent on the features available to your organization.


Your Settings menus may include:

Menu Description Included Settings

Use this area to configure settings related to your organization's account, features, and users.
  • General: Account’s Time zone, Domain, and Single Sign-On settings.
  • Features: Overview of features currently available for your account.
  • Users: View, manage, or create user accounts, view their email, role, and last log-in.  
  • Roles: View, manage or create roles and permissions.

Use this area to configure settings related to the Contacts view.
  • Contact Types: Create and review Contact types (e.g., Applicant, HS Coach, Parent.)
  • Contact Segments: View, manage or create Segments and their filters, including Type, Name, Category, Conditions.
  • Contact Views: Define the Summary view for each Contact type with organized custom data layouts.
  • Data Sources: View, manage, create, or rank Data Sources (Google Sheets, Webhook, MailChimp) to import and prioritize Contacts data.
  • Routing Tables: Establish criteria for automatically assigning contact types to specific team members.


Use this area to configure settings related to applicant-facing items, including your application and programs.
  • Programs: Manage programs, including their open dates, deadlines, initial applicant questions, and supplemental requirements.
  • Program Properties: Define the list of properties that can be populated for each program.
  • Forms: Establish the custom fields that are available on applications.
  • Custom Properties: Create Properties (custom fields containing desired data) for use on applicant records.
  • Content Template: Manage custom HTML and other content for use within your Application Portal.
  • Portal: Manage settings of your Application Portal (the site applicants use when completing their initial or supplemental applications.

Use this area to configure public inquiry forms and the portal that contains them.
  • Forms: Manage your public-facing inquiry forms (e.g., Open House Registration, General Inquiry Form, etc.) and their questions.
  • Portal: Manage the settings and appearance of the portal containing your inquiry forms.

Use this area to configure settings related to the Marketing View.
  • Sender Information: Customize your email sender information, including your domain, default From email address, and mailing address.
  • Contact Information: Establish your website, privacy policy link, main phone number, and reply-to email address.
  • Text and Voice: Define the phone number used for text and voice messaging.

Use this area to configure questions for recommenders and the portal that contains them.
  • Forms: Customize the sets of questions required for references or evaluations.
  • Portal: Customize the portal recommenders access to complete their evaluations. Available for institutions not using the Liaison Letters portal.

App Review
Use this area to manage settings related to your review and organization of applications.
  • Application View: Customize the appearance of the Summary section and panes for all applications.
  • Forms: Customize Evaluation Forms for reviewers to complete during the Phases of your choice.
  • Decisions: Manage your set of Decision Codes.
  • Phases: Customize the stages of your review process by creating and mapping out your Phases, including configuring how reviews are assigned.
  • Teams: Manage your review teams to which you can assign reviews in batch.
  • Segments: View, manage or create customized queries to organize applicants and work with them in batch.
  • Routing Tables: View, manage or create sets of criteria for assigning applications.

Use this area to manage parts of your review processes that can be automated.
  • Automation Rules: Automate actions to occur with desired groups of applicants or contacts at a predetermined time. For example, on a set schedule, you can move a Segment of applicants into a Phase.
  • Workflows: View, manage or create actions that should occur on individual applicants based on your desired triggers. For example, when an applicant's Decision is changed to Accepted, the Program Stage can be updated and your desired email template can be sent to the applicant.

Use this area to configure exports of applications, documents, or data.
  • Exports: View, manage or create customized exports of application or contact data.
  • Destinations: View, manage or create destinations for exports to be delivered. Options include SFTP, Webhook, and Amazon S3.
  • PDF Design: Customize the layout and branding of your PDF export template.
  • Translation Tables: Define reusable translation rubrics to convert data values in exports. This is most useful if you need export data to be sent to another system in a specific format.

Use this area to review and configure items related to the API and data fields.
  • API Keys: Generate and manage permissioned API keys to provide credentials for remote services to access your Outcomes data. Also access API references.
  • Field Dictionary: Search through and review a comprehensive list of application-related fields.

Use this area to manage items related to your email configuration, payment processing, and other system processes.
  • Email Templates: View, manage or create email templates to be sent from Outcomes.
  • Email Setting: Define SMTP settings for your emails.
  • Payment Processing: View, manage or create payment providers.
  • CEEB Data: Reiew or override default CEEB lists with your own customized values.
  • System Activity: Review your Activity Log.


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