Create Transferology Lab User Accounts & Assign Roles

This article provides instructions for creating Transferology® Lab user accounts. Upon onboarding, CollegeSource will create each institution’s first School Admin and Recruiter accounts. This documentation is a reference for the School Admin, who will make all other Lab user accounts at the institution.

User accounts can be created at any time. The School Admin may opt to create users in phases during initial implementation, starting with those who will be helping with testing and then adding additional users once the institution has gone live. There is no limit to the number of Transferology Lab accounts that can be created for/at an institution, nor the number of users who can be assigned a particular role.

Individuals with Transferology Lab accounts are listed on the Users tab of the School Profile. To access this area:

1. Go to the School Profile menu.
2. Select School Management.
3. Select Users.

By default, only active users are displayed. The following information is noted:

Within this tab, the School Admin can:

• Search for a user by email address or name;
• Create a user;
• Export a list of users;
• Filter uses by role (Showing); and
• Edit existing user accounts.

Include inactive users in the user list and search and filter results by unmarking the Active users only checkbox. All users, regardless of status, will appear within the export.

Create a User

To create a new user in Transferology Lab:

1. Within the Users tab of the School Profile, select +Create User.
2. Fill in the fields below.
   • If the user exists in TES®, entering an email will populate fields with data from TES.
     • If adjustments are made to data in said fields, both systems will reflect the changes.
3. Under Role, toggle the box(es) to the left of the user role(s) to be assigned to the individual.
4. Select Save.
5. Select Return to Users to be taken back to the Users tab.