Add and Remove Contact Emails

This article provides instructions for adding and removing contact emails within the Transferology® Lab. Identifying contact emails is an important part of getting started with Transferology, as it ensures that communications to the institution are sent to the appropriate parties.

During the onboarding process, CollegeSource will set up the initial Primary Contact Email, Lab Account Request Email, Quarterly Statistics Report Email, and Information Request Email for the college or university.

In this article:

Contact Emails

Add a Contact Email
Remove a Contact Email

Contact Emails

Contact Emails are set up on the Contact Emails tab of the School Profile. To navigate to this area:

Go to the School Profile menu.
Select School Management.
Select the Contact Emails tab.

The following fields will appear:

Contact Emails as described below. — Select to see a larger version

Contact Email Name	Description
Primary Contact Email	The individual(s) that CollegeSource will contact regarding Transferology related issues/questions for the school. CollegeSource will add the School Admin's email as the Primary Contact Email during onboarding. At least one active School Admin email is required as the Primary Contact.
Technical Contact Email	The individual(s) that CollegeSource will contact regarding issues related to the Transferology Connector or external interfaces, such as T-Rex. This field applies appears only to schools supplying equivalencies from Banner, PeopleSoft, or uAchieve, and those supplying external degree audits.
Planning Guide Contact Email	The individual(s) whom students should contact with questions about Programs at the school. For institutions supplying degree audits, when a student emails a Program to the institution, this email will auto-populate in the To field.
Information Request Email	The individual(s) who should receive an email when a student requests information from Transferology. Students requesting more information are routed to the appropriate contact by the following priority list: Whoever is named in the Information Request Email field is contacted. If no contact is named in the Information Request Email field, then whoever is named in the Primary Contact Email field is contacted. CollegeSource will add the Recruiter's email as the Information Request Email during onboarding.
Quarterly Statistic Report Email	The individual(s) who should receive emails containing the quarterly Statistics Reports for the institution. CollegeSource will add the Recruiter's School Admin's email as the Quarterly Statistics Report Email during onboarding.
Lab Account Request Email	The individual(s) who should receive requests from staff for a Transferology Lab account at the school. If no Lab Account Request email is specified, the email will be sent to any staff member assigned to the School Admin role. CollegeSource will add the School Admin's email as the Lab Account Request Email during onboarding.

Add a Contact Email

School Admins: Review the contact email descriptions above. At least one email should be listed for any contact field that corresponds to functionality the institution is or will be using. Multiple contact emails - and department emails - can be added to a contact type.

To add a contact email:

Go to the School Profile menu.
Select School Management.
Select the Contact Emails tab.
Locate the contact type to which an email will be assigned.
- Input the email address into the text box.
Select +Add.

An email address is being added to the Information Request Email field. — Select to see a larger version

Remove a Contact Email

To remove a contact email:

Go to the School Profile menu.
Select School Management.
Select the Contact Emails tab.
Locate the contact type from which an email will be removed.
Select the x to the right of the email.
- The email will be removed from the list.

Callout depicts location of the x to the right of an email address.