This article explains how to assign and manage leads for organizations and programs. Administrators can designate administrative or faculty users as leads to oversee specific entities within the organizational hierarchy.
Note: Assigned leads must have an active system account prior to assignment. Refer to Creating a New Person for System Administration or CSV Imports for Student Learning & Licensure (SLL) classic.
Managing Leads for Organizations or Programs
When administrators log into an administrative account, the homepage displays "Organizations & Programs" (the organizational hierarchy) along with assigned "Leads" (administrative or faculty users assigned to an organization or program).
To assign or edit leads, follow these steps:
- Navigate to the "Academics & Offices" tab.
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Click "Assign Leads" to the right of the organization or program name. Alternatively, select the organization or program name directly and click "Assign Leads".
Note: Once leads are assigned to an organization or program, their names display in place of the "Assign Leads" button. Selecting their names opens options to add or remove existing leads.