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.

In this article:


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:

Image illustrates the content of the five paths or menus within Transferology: Advising and Recruiting, Rule Management, Program Setup, the School Profile, and More Options.

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.

The Course Catalog Import/Export submenu is highlighted in the School Profile menu.

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. It is through this functionality that the local catalog is uploaded. Once a catalog has been tested in this environment, the School Admin should reach out to CollegeSource to make the catalog available in production.

User Roles

User roles are managed by the School Admin within the Users tab of the School Profile.

Callout illustrates location of the Users tab on the School Profile.
Select to see a larger version

Eight roles are available:

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

All user roles will have access to the following areas/functionalities in Transferology Lab:

Path Functionality
Advising & Recruiting

Transfer Equivalencies

Replacement Courses

Course Bundles


Program Pathways

Rule Management TES Evaluations
School Profile

Promote Your School

    • Promote Your School tab
    • Logo Assets tab
    • Guidelines tab

Statistics Reports

More Options My Profile

The below chart provides an overview of 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.

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