Set up profiles for your staff, admins, and students, and grant the required access to Apex classes and relevant record types.
- Set Up User Profiles for Staff and Admins
Configure profiles for support staff and administrative Student Success Hub users. - Set Up the Student Profile
Configure a profile so that students can access Student Success Hub in a portal. - Assign Apex Class Access to the System Admin Profile
Grant system admins access to the required Apex classes. - Assign Apex Class Access to the K-12 Support Staff Profile
Grant K-12 support staff access to required Apex classes. - Assign Apex Class Access to the Higher Ed Support Staff Profile
Give higher ed support staff access to the required Apex classes to use Student Success Hub. - Assign Apex Class Access to the Student Profile
Give students access to the Apex classes they need to use a Student Success Hub portal. - Assign Alert and Success Plan Record Types to Profiles
Give staff and admins access to record types needed to work with Alerts and Success Plans in Student Success Hub. - Assign Record Types for Appointments and Portals to Profiles
Assign record types to support staff and student profiles for using appointments and portals in Student Success Hub orgs.