The admin Configuration page contains 5 sections. Read this entire article to learn about all of them, or choose an option below to jump to a section:
Here you can view, set up, and edit information for your school's Enriching Students account. Here is a description of what you will see:
This can't be edited, but simply shows you how many total licenses you have, and how many are currently being used.
This also can't be edited. Here you will find a value that you will need for importing data.
If your school wants to set up automatic imports and exports, you will need...
This section contains some user settings and your school branding. Any time you make an edit, click the Save button at the top of the page.
If you want to prevent appointments from the current day from being edited or delete, check the Freeze Appointments box.
These are the start and end graduation years for students in your school. Click in the field for Start Year and End Year, and choose one of the options.
Open Schedule Phrase
This is the phrase that students will see in their Enriching Students account for dates and periods that they aren't scheduled. By default this will be 'Open Schedule Today'.
The School Branding option allows you to set the name for your school's flex period.
This will be displayed in the header next to the notification bell. See text underlined the image below for an example of where you will see your school branding.
Here you can choose your school's time zone in the Time zone dropdown. This is helpful because it will make certain calculations accurate -- for example, when you view when emails were sent on the Email Logs page, the date and times will be accurate only if you set a time zone.
This allows you to set school-wide permissions for staffers. Many other permissions are set on an individual basis, and can be done on the Manage Staff page.
Block Date Settings
If you only want to allow Admin users to block dates, check this box and select Save. You can edit this at any time.
Here you can set student permissions and other settings related to students. Any time you make an edit, select Save at the top of the page.
Student Scheduling Adjustor
This page allows you to set when you want to allow students to self schedule. Learn how to use the Student Scheduling Adjustor.
Send Comments in Student's Email
Check this box if you want students to be able to view scheduler comments when they are emailed their schedule. Students will also be able to see comments when they log in to their account.
Student Can Overwrite Their Homebase Appointments
Check this box to allow students to re-schedule themselves to another staffer, even if they are currently scheduled to a homebase appointment.
Student Must Provide Comment
If you want to require students to add a comment in order to make an appointment request, or self-schedule, check this box.
Imported Students Self Scheduling
Checking this box will mean that any future student who is imported will automatically be given self-scheduling privileges.
Keywords: set student permissions, set staff permissions, enable self scheduling, enable student requests, activate student requests, activate self scheduling
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