TracCloudGuideProfileGeneral: Difference between revisions

General
The General tab contains basic settings about your profile, including the name, contact information, and student/consultant link rules. Your profile acts as an umbrella, holding all of your individual centers, reasons, and preferences. Groups and Staff are assigned to profiles, and the centers within those profiles.

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Center Profile Name

This will be the name of your profile. Profile name won’t come up often in day-to-day TracCloud use, but will show up when admins and staff members are modifying preferences, staff accounts, groups, and more.

Staff Contact (Contact Phone and Contact Email)

The primary Contact information for your Profile, typically the primary SysAdmin. A staff account will need to be selected with the Search Glass icon under Staff Contact, which the phone number and email address will be automatically pulled from.

Name for Consultants

This preference sets the phrasing for your consultants throughout the Trac System. If your campus uses the term “Advisor,” “Tutor,” or “Instructor,” instead of “Consultant,” you would select that here.

Linked Staff to Student

If enabled, students can be linked with advisors/consultants based on a field in their profile. Typically used for Assigned Advisors or Majors. For example, if a student has ACCT as their major, and consultants have a Major custom field in their profile, we can link the two fields together. In this scenario, when a student logs in or searches for appointments, they will only see consultants that match this field criteria.

The following articles in this portion of the guide will be covering the contents of the following tabs, Centers, Groups, Staff & Consultants, Reasons, and Prefs.

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 The <b>General</b> tab contains basic settings about your profile, including the name, contact information, and student/consultant link rules. Your profile acts as an umbrella, holding all of your individual centers, reasons, and preferences. Groups and Staff are assigned to profiles, and the centers within those profiles.
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TracCloudGuideProfileGeneral: Difference between revisions

From Redrock Wiki

Revision as of 11:39, 30 July 2021

Profile Preferences

Prefs