How do I batch re-assign new advisors or account managers?
Viewed 3760 times since Oct 25, 2017
From the main dashboard go to Configuration>Staff Set-Up Note: For some users this may be under Other Admin Activities>Staff Setup. From the Staff Setup page go to Next Actions>Add Complete all the profile information to create a new account...
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Staff Setup
Viewed 3499 times since Nov 15, 2017
Staff Setup Setting up staff enables you to create a record for each member in your office. From the main dashboard, go to Configuration>Staff Setup. Go to Next Actions>Add. Fill in the Edit Detail Page and Save. From the Staff Setup File you...
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Manage Users
Viewed 9377 times since Nov 15, 2017
Manage Users From the main dashboard go to Configuration>Manage Users. You can add a user from the Manage Users page under Next Actions>Add User. Input their information and Save. Or click on any user under Username. From here you'll...
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Configuration Settings
Viewed 3006 times since Nov 15, 2017
Configuration Settings From the main dashboard go to Configuration>Settings. There are different settings available for varying programs. You can toggle between different setting options using the tabs at the top of your screen. Be...
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What is available in the Admin Utilities menu?
Viewed 3920 times since Aug 23, 2019
The Admin Utilities menu is available for career services staff to perform typical user verification and maintenance. This menu is available by user and should only be assigned to those who are trained to use it. Contact support@gradleaders...
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Manage Users Overview
Viewed 3647 times since Jan 10, 2011
The Manage Users section of the Admin Module in GradLeaders Career Center allows CSO administrators to manage the users who have a login account to both the Admin Module as well as the Employer Module.The Manage Users section is divided into two tabs...
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