Managing Leads (Node Admins)

When you log into your admin account, your homepage will display your Organizations & Programs (i.e., organizational hierarchy) along with your Leads (i.e., admin or faculty users assigned to an organization or program).

To Manage Leads for Organizations or Programs

Before getting started, the users being added as Leads must have an account in the system. If they do not have an account yet, refer to the following articles: How to Create a New Person for System Administration or How to Perform CSV Imports for SLL classic.

Once the user is in the system, proceed with these steps:

  1. Go to the Academics & Offices tab.
  2. Click Assign Leads to the right of the organization or program name. Alternatively, you can click on the organization or program name first and then click assign leads.

Note: Once leads are assigned to an organization or program, their names will be displayed in place of the assign leads button. Clicking on their names will allow you to add or remove existing leads.

The 'Academics & Offices' interface showing the 'Assign Leads' button located to the right of a specific program entry.
The 'Division of Academic Affairs' page showing the 'Assign leads' option highlighted.
A pop-up window for assigning leads showing the names, emails, and roles of potential leads. 'Shane Sysam' is highlighted as an admin role, with 'Cancel' and 'Apply' buttons at the end.
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