Behind the Curtain – Site Setup & Customization for the Advanced User

1. Behind the Curtain – Site Setup & Customization for the Advanced User Presented by: Bobbi and Linda

2. Session starters Please silence all cell phones Please hold questions for question breaks Please state your name and organizationwhen asking a question PowerPoints and handouts are available at www.csoresearch.com/csoconference Sit back, relax and let’s have some fun!

3. What we will cover… • Access to Setup • Codes • Memos • Forms • Permissions • Settings • And more!

4. Access to Setup • Which Administrators have access to Setup? • Administrators who have a Supervisor Access Level • Recommended only 2-3 Supervisors per site

5. The Full Setup Menu…. • With Setup you can: • Add, rename and remove code values • Add page instructions • Customize menu names • Turn on/off field view and edit rights to specific users • Modify universal system settings • Add new fields • Add and modify Document Categories

6. Codes • What is a code? A code is a value in a field where a user can select one or more options from. • Examples: • State • Country • Classification • Majors • Job Category • Position Type

7. Memos • What are Memos: • Memos are sections within profiles for all user types where an admin can modify the text on the page.

8. Forms • What can you do with Forms under Setup? • Rename a field • Require a field • Add a validation to a field and a validation message • Add a help tip to a field

9. Permissions • What can we do here? • Manage visibility of Menu items • Modify viewing and editing of fields and forms by roles • Change the look of the search criteria and search results pages • Modify access to Activity

10. Settings • Go to Settings to modify global system changes that modify your site. • Note: if your site is on the Enterprise edition these settings will apply to all colleges connected in your site. • Examples: • Update your Social Media Links • Change the default on your Jobs Expiration Date • Change the default on past Jobs, Events & Schedules • Session Timeouts for each user type • Change the Color Theme for Students • An on and on and on and on…….

11. Templates • You have the ability to customize the cover pages of document packets as well as System Event emails (Automatic Emails) • Note: System Event Emails send as plain text emails – don’t worry about customizing html characteristics of the email.

12. Schedule Templates • Timeline Templates • When creating a new interview schedule, a timeline template can be selected to automatically populate the timeline section with predetermined sign-up methods and corresponding dates, based on the interview date. • Timeslot Templates • When creating a new session you can import a timeslot template to automatically populate the interview session with timeslots. For example, 8am, 9am, 10am, 11am, 1pm, 2pm, 3pm, 4pm

13. Document Categories • Create additional document categories • Determine who can upload, update, and remove which documents • Set up automatic forwarding of documents • Default ALLOW categories for jobs, schedules, and events • Control templates used for the Resume Creator

14. Default Sorts • Allows you to set the default sort of various pages containing lists for different users • For example: you can default the job list students see by Post Date in a descending order so the newest jobs appear at the top

15. Custom Fields • If you have the need to ask a new question or gather more information from users, create a custom field: • Code • Text • Date • Yes/No • Number

16. Localization • Here you can rename some of the section headers, “I want to…” links, and tabs throughout the site. • Job Search tab for students • Report a Hire • Placement Activity tab

17. What we covered… • Access to Setup • Codes • Memos • Forms • Permissions • Settings • And more!

19. Thank you for attending! If you have any additional questions, please contact the Support Team or your CRM. What’s next? The next session will begin at 3pm