Resource boards update - 4 more roles

I have a question about the recent update of the added 4 roles for resource board access. Does “Pre-enrollment” include candidates AND incoming? Or just candidates?

Comments

  • Bryan Lorenzo
    Bryan Lorenzo Blackbaud Employee
    Tenth Anniversary Kudos 5 Name Dropper Participant

    Hi @Veronica Zermani pre-enrollment included candidates and parents of candidates.

    Incoming students and parents of incoming students have the student and parent resource board.

  • Bryna Gleich
    Bryna Gleich Blackbaud Employee
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @Veronica Zermani Hope this helps. Short list of viewing personas and roles for resource boards:

    Parent:

    • parent of candidate (pre-enrollment)
    • parent of incoming student (school level)
    • parent (school level)
    • parent of past student (post-enrollment)
    • parent of alum (post-enrollment)

    Student:

    • candidate (pre-enrollment)
    • incoming student (school level)
    • student (school level)

    Alum:

    • alum

    Friend:

    • trustee
    • friend (and clones)

    Faculty:

    • teacher
    • non-teaching staff
    • activity leader
    • advisor
    • coach
    • dorm supervisor


  • Thank you both, @Bryna Gleich and @Bryan Lorenzo! I hope one day they can separate incoming students and parents from current students and parents, so we can give different access base on those roles.

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