User Role Permissions for Lab Functionality

This article is designed to give the Transferology® Lab School Admin an overview of the user roles required to access functionality within the Lab. This document can be referenced when determining what roles are appropriate for the staff and faculty members at an institution.

Functionality

Access to the functionalities in Transferology Lab is dictated by assigned user role(s) within the application. Below is an expanded view of all functionality available in the submenus within the Lab:

Additionally, within the Transferology Lab test environment, School Admins at institutions supplying local catalogs will see one additional item in the School Profile menu - Course Catalog Import/Export.

While most institutions use TES® as the source of course catalog data, some schools opt instead to provide Transferology with a CSV file of this information. This functionality uploads the local catalog. Once a catalog has been tested in this environment, the School Admin should contact CollegeSource to make it available in production. See Related Articles for further information.

User Roles

The School Admin manages user roles within the Users tab of the School Profile.

All active Transferology Lab users (with the exception of those with the Tech Support role) will have access to the following areas/functionalities in the Lab:

Nine roles can be assigned within the Lab to access additional functionality.

1. Advisor
2. Program Admin
3. Recruiter
4. School Admin
5. State Coordinator
6. Tech Support
7. TES Evaluator
8. Transfer Pathway Admin
9. Transfer Specialist

The chart below provides further information about the permissions required to access additional areas of the Lab. To view this chart in Transferology Lab:

1. Go to the School Profile menu.
2. Select School Management.
3. Select Users.
4. Select See Role Permissions.