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Liaison

Configuring access to the Faculty Roster

Create or Edit Existing Users

To create New Faculty Users

  1. Navigate to Setup and search for Users.
  2. Create a new User and select  the appropriate User License and Profile.
  3. If you want to include faculty's titles (e. Prof., Dr., etc) for email notifications, populate Title.
  4. Make sure an Email has been specified.
  5. Save your changes.
  6. Click Permission Set Assignments.
  7. Click Edit Assignments.

If you prefer to assign the permissions sets AFTER all your Faculty User records have been created:

  • Navigate to Setup and search for Permission Sets.
  • Click the Faculty Early Alerts (Faculty) permission set.
  • Click Manage Assignments.
  • Check the Field for each Faculty Member to be assigned.
  • Click Add Assignments.
  1. Assign the Faculty Early Alerts (Faculty) permission set.
  2. Save your changes.
  3. Navigate to the Contact/Student tab.
  4. Search for the  Faculty member you want to update (or select Edit if you are using existing Faculty records).
  5. Populate the Related User field with the User you just created.

If the User already Exists

  1. Navigate to Setup and search for Users.
  2. Click the Full Name of the User you wish to update.
  3. Make sure an Email has been specified.
  4. Click Save.
  5. Click Permission Set Assignments.
  6. Click Edit Assignments.
  7. Assign the Faculty Early Alerts (Faculty) permission set.
  8. Save your changes.
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