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An applicant is created manually from a back-office employee. How can I provide him access to the applicant portal?

Updated on May 30, 2022

Classter can automatically create an Admission portal for an Applicant without him going through the Signup process. For this to be possible, the “Enable Automatically Creation of Application in Student Creation” setting must be enabled. This setting is located in CONFIGURATION > Admission > Admission Settings > Application Auto-Creation. (Figure 1)

Figure 1

When this setting is enabled and an employee creates a Student with an Admission status, an Admission portal will automatically be available for the Candidate.

In order for this Candidate to have access to the portal though, the employee must also send him/her an initial invitation with the account’s credentials. That is possible from the Admission > Admission Users menu. (Figure 2)

Figure 2

Here, the employee must select the Candidate and from the Bulk Actions menu either select “Send Initial Invitation” or “SMS Initial User Credentials”. (Figure 3)

Note that the latter option requires integrating the System with an SMS provider.

Figure 3

Now the Candidate has received his credentials and has access to the Applicant Portal.

Find more or post your questions on our Facebook Community Page. Also, watch our how-to videos on our Youtube channel.


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