Jenzabar Campus Portal Features Help Hub

Set Up Campus Portal Candidates and Prospects

There are three types of setup for the Candidates and Prospects feature.

General & Optional Setup

Candidates and Prospects Feature Setup

  • Desktop Product

    Verify or create ID numbers (Name Entity and Users windows) for users who need to access Candidates and Prospect features.

  • Desktop Product

    Verify or configure JICS Base and JICS CAND to Y (Maintain Config Table window).

  • Desktop Product

    Verify or create appropriate Candidates and Prospect roles to which users can be assigned (Role Definition window).

  • Desktop Product

    Define candidacy stages that create JICS logins for candidates (Stage Definition window).

  • Desktop ProductCampus Portal Product

    Assign users to the Candidates and Prospects roles. This can be done manually through the Role Membership window in J1 Desktop or automatically during the Stage Change process, depending on the stage configuration.

  • Campus Portal Product

    Grant Campus Portal roles access to the Candidates and Prospects page to allow users assigned to those roles access to the features (Admin Toolbar > Access; may vary according to your portal setup).

  • Desktop ProductCampus Portal Product

    Verify or create a Campus Portal login and password for each Candidate. This can be done manually through the Maintain Web Access Code window in J1 Desktop or automatically via a candidacy stage change to a stage that is configured to create a new Campus Portal login.

  • Campus Portal Product

    Set configurations for the New Account Messaging feature (New Account Messaging > Setup).

  • Desktop Product

    Ensure that each J1 Desktop user who needs to receive an email notification that a submission has been received has an email address for notifications (Name Entity window).

  • Campus Portal Product

    Place the features on a page, and configure each feature in the required Candidates and Prospect features  (Admin Toolbar > Options > Add a new feature to this page).

  • Desktop Product

    Enter the appropriate setup values in J1 Desktop.

  • Campus Portal Product

    Grant Campus Portal roles global access to features that appear on the Candidates and Prospects page and may also appear on other Campus Portal pages  (Admin Toolbar > Access; may vary according to your portal setup).