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Set Up the Director Console for Recruitment and Admissions

Create a home page for the Recruitment & Admissions app, where a director can see admissions and recruitment analytics, create actionable lists and assign them to staff.

Editions Needed
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed  
To set up the Director Console for Recruitment and Admissions:

Education Cloud Full Access

AND

CRM Analytics for Education Cloud Admin
  • Create a Home Page
    Use Lightning App Builder to create a director console home page for the Recruitment & Admissions app.
  • Add Components to the Home Page
    Configure Lightning web components on your Director Console home page for Recruitment & Admissions.
  • Activate the Home Page
    Activate your home page and assign the home page to the profiles that you want to have access.

Create a Home Page

Use Lightning App Builder to create a director console home page for the Recruitment & Admissions app.

  1. From Setup, in the Quick Find box, enter App Builder, and then select Lightning App Builder.
  2. Click New.
  3. Select Home Page and then click Next.
  4. In the Label field, enter Director Console and then click Next.
  5. Select Standard Home Page and click Finish.

Now that you created your home page, add components to the console.

Add Components to the Home Page

Configure Lightning web components on your Director Console home page for Recruitment & Admissions.

Director Console

Note
Note You must customize some tabs when you replicate this template. See Add and Customize Tabs on Lightning Pages Using the Lightning App Builder.
  • Drag the Education Analytics Dashboard component (1) to the top section.
    • In the component properties to the right, for Dashboard, select Recruitment and Admissions Insights. If you can't select a dashboard, make sure that Education Analytics is set up. See Set Up the Education Analytics App.

Optionally, you can add the Today's Tasks and List View components:

  • Drag the Today's Tasks component to the right column.
  • Drag the List View component to the right column, below Today's Tasks, and set these items:
    • Object: Select Event.
    • Filter: Select My Upcoming Events.
    • Number of Records to Display: Enter 2.

After you add the components, save your changes and move on to the next section.

Activate the Home Page

Activate your home page and assign the home page to the profiles that you want to have access.

  1. Click Activate.
  2. Select App and Profile.
  3. Click Assign to Apps and Profiles.
  4. For Lightning Apps, select Recruitment & Admissions and click Next.
  5. For Profiles, select the profiles that you want to have access to the home page and click Next.