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Set Up Learner Enrollment

Set up the individual application record page and configure the necessary permissions to enroll learners.

Required Editions

Academic Operations is enabled in your org. See Set Up the Academic Operations App.

Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed
To set up learner enrollment: Education Cloud Full Access
  1. If the Enroll Admitted Student action isn’t available on the individual application record page, then:
    1. From the App Launcher, find and select Individual Applications.
    2. Click on any individual application to view its record page.
    3. Click Setup, and then click Edit Page.
    4. Select the highlights panel, and then click Add Action.
    5. Select Enroll Admitted Student, and then click Done.
    6. Save your changes and activate the page. See Lightning App Builder.
  2. Provide users the necessary permissions to run flows:
    1. From Setup, in the Quick Find box, enter Permission Sets and select it.
    2. Click Clone next to Education Cloud Full Access.
    3. Enter a label and an API name for the permission set.
    4. Save your changes.
    5. Click on your permission set.
    6. Click App Permissions.
    7. Click Edit, select Run Flows, and then save your changes.
    8. Assign the new permission set to your staff users. See Manage Permission Set Assignments.

SEE ALSO: