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 typically won’t come up often in day-to-day TracCloud use, but will show up when admins and staff are modifying preferences, staff accounts, groups, and more. Students can optionally be allowed to select a profile when searching for availabilities. If you have greater than 5 profiles, the staff schedule will automatically group centers into profile pop-out menus to keep the list organized.

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 magnifying glass icon, which the phone number and email address will be automatically pulled from. The primary contact is only visible to other profile admins and sysadmins.

Name for Consultants

This preference determines the phrasing for your consultants throughout TracCloud. For example, if your campus uses the term “Advisor,” “Tutor,” or “Instructor,” instead of “Consultant,” you would select that here. This is only a visual change and does not affect functionality.

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 "Mathematics" as their major, and consultants have a "Major" custom field in their profile, we can link the two fields together. In this scenario, when that student logs in or searches for appointments, they will only be able see consultants that match their major. Advisor email address would be another common example.

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

Profiles

@@ Line 10: / Line 10: @@
 *<b>Center Profile Name</b>
-::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.
+::This will be the name of your profile. Profile name typically won’t come up often in day-to-day TracCloud use, but will show up when admins and staff are modifying preferences, staff accounts, groups, and more. [[TracCloudGuideGlobalSearchAvail|Students can optionally be allowed to select a profile when searching for availabilities]]. If you have greater than 5 profiles, the staff schedule will automatically group centers into profile pop-out menus to keep the list organized.
 *<b>Staff Contact (Contact Phone</b> and <b>Contact Email)</b>
-::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.
+::The primary contact information for your Profile, typically the primary sysadmin. A staff account will need to be selected with the magnifying glass icon, which the phone number and email address will be automatically pulled from. The primary contact is only visible to other profile admins and sysadmins.
 *<b>Name for Consultants</b>
-::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.
+::This preference determines the phrasing for your consultants throughout TracCloud. For example, if your campus uses the term “Advisor,” “Tutor,” or “Instructor,” instead of “Consultant,” you would select that here. This is only a visual change and does not affect functionality.
 *<b>Linked Staff to Student</b>
-::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.
+::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 "Mathematics" as their major, and consultants have a "Major" [[TracCloudGuideGlobalCustom|custom field]] in their profile, we can link the two fields together. In this scenario, when that student logs in or searches for appointments, they will only be able see consultants that match their major. Advisor email address would be another common example.
-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.
+The following articles in this portion of our wiki will be covering the contents of the profile tabs, Centers, Groups, Staff & Consultants, Reasons, and Prefs.
 |}
+[[Category:TracCloud]]
-<div class="keywords"> Test </div>
+<div class="keywords">Profiles</div>

TracCloudGuideProfileGeneral: Difference between revisions

From Redrock Wiki

Revision as of 10:11, 7 April 2023

Profile Preferences

Prefs