Set Up User Profiles for Admissions Connect

Identify or Create User Profiles

Profiles define how users access objects and data, and what they can do within the application. When you create users, you assign a profile to each one. Admissions Connect doesn't provide default profiles. Instead, we provide default permission sets that can be assigned to users. Use any profile you like, or create new ones specific to roles on your admissions team. It’s totally up to you. For example, you could create role-specific profiles, such as Admissions Connect - Set Up and Manage for your admissions directors and other admissions administrative staff.

To align your profile names with our default permissions sets, see Assign the Admissions Connect Permission Sets.

Keep in mind that each user can only be assigned one profile. For help, see Profiles and Create or Clone Profiles in Salesforce Help. 

After you create or identify what profiles you’re going to use for Admissions Connect, assign them to your users when you create their User record. See Create Users for Admissions Connect.

Enable App Access

Enable access to the Admissions Connect app for your user profiles, including the System Administrator.

1. From Setup, search for and then select App Manager.

2. Select the action menu for Admissions Connect and click Edit.

3. On the User Profiles page, add your profiles to Selected Profiles.

4. Save your changes.

Set the Default App

Make Admissions Connect the default app for your profiles.

1. From Setup, search for and then select Profiles.

2. Click Edit next to a profile name. 

3. In the Custom App Settings section, select Admissions Connect as the Default app. 

4. Save your changes.

Assign Page Layouts

Admissions Connect provides default page layouts that you must assign to profiles, including the System Administrator. We provide page layouts for the Application, Application Review, Application Material Mapping, Application Material Type, and Document Checklist Item objects.

For details about these layouts, see Customize Record Pages for Admissions Connect.

Tip If you're already using EDA, assign your admissions staff the Admissions Connect Application page layout as they might already be assigned the default EDA layout.

1. From Setup, in Object Manager, click the object you want to assign a page layout for.

2. Click Page Layouts. 

3. Click Page Layout Assignment, then click Edit Assignment. 

4. Select the Admissions Connect page layout in the dropdown menu, then click on each profile name you want to assign the layout to. 

5. Save your changes.

Configure App Items and Visibility

Different profiles require different access to objects in the Admissions Connect app.

The Admissions Connect permission sets include default object access and tab visibility settings. Customize these default settings for your institution or use them as-is. To configure the app’s navigation and set tab visibility, see Set Up Admissions Connect App Basics.