CRM & Cohort Center

Overview

This page focuses on user permissions and roles within the ConexED platform, specifically concerning the CRM & Cohort Center module. It outlines the various actions users can perform and the required roles for those actions. 

Key aspects include:

• Permissions: A detailed list of actions a user might want to take within the "CRM & Cohort Center" module.

• Roles: Defines the necessary roles (Group Role and Cohort Role) a user must possess to execute each permission (e.g., Department Admin, Group Admin, Faculty/Staff).

  • User Types: Indicates which user types (Student, Student Worker, Front Desk Agent, Faculty/Staff, Group Manager, Department Director, ConexED Admin) can perform each action.

• Module: The ConexED module the permission applies to (e.g., CRM & Cohort).

• Nav. Bar Tab: The tab in the navigation bar where the related feature is found (e.g.,Cohort Admin Center ).

  • The ➜ arrow indicates a "Next" action.

• Page Tab: Specifies the specific page tab within the module (e.g., "Active Cohorts").

Users can download the CRM & Cohort Center Role Permissions directly without needing to sign in to Google.