Admissions Managers and Staff can create new candidates by turning an existing constituent (e.g. a sibling who is already in the database) into a candidate. They can also attach a new candidate to a constituent who is already in the database (e.g. parents of an existing student).

To make an existing user a candidate:

  • From the persona menu, select onBoard
  • Click Candidate
  • Click Create New Candidate
  • Select Make an Existing User a Candidate under Candidate
  • Select the appropriate filter options and click Search
  • Select the user who should be turned into a candidate
  • Click Next, then select the candidate's Entering Grade, Entering Year, Checklist, Admissions Staff member (optional) and Interests (optional).
  • Confirm the candidate's details.
  • Click Save & Exit.

To create a candidate for an existing user:

  • From the persona menu, select onBoard
  • Click Create New Candidate under Candidate
  • Select Create a Candidate for an Existing User
  • Select the appropriate filter options and click Search
  • Select the user to whom you will be attaching the new candidate
  • Enter the candidate's first and last name
  • To attach the new candidate to additional existing (related) users, select the checkbox next to the users' names
  • Select the appropriate relationship from the dropdown list for each existing user
  • Select List as Parent if the user should appear as the candidate's parent in reports, lists, mail labels, etc.
  • Select Parental Access if the user should have parent rights (e.g. have the ability to view the candidate's checklist items and decision on the portal)
  • Select the candidate's Entering Grade, Entering Year, Checklist, Admissions Staff member (optional) and Interests (optional)
  • Confirm the candidate's details
  • Click Save & Exit