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Success CRM New User Request Form
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Slate for Student Success
This form should be used by SU employees or SU Student employees to request access to the Student Success instance of Slate. If you're looking for access to Undergraduate or the Graduate Admissions instances, contact
admissions@seattleu.edu
.
User Information
The following information will be used to generate your Slate user account profile. These details may be used in communications or when displaying information about you to students.
Name
Title
Department
Employee Email
(student employees use se- email)
Primary Phone
(to display to students)
Check this box if this account is for a student employee.
Please briefly explain your role:
Is there an established user who your permissions should resemble?
Is there an established user who your permissions should resemble?
Yes
No
I'm not sure
Name of user your permissions should resemble:
Supervisor Information
Please provide supervisor information. Your supervisor is responsible for your work in Slate and may be contacted to approve certain types of access or permissions.
Supervisor Name
Supervisor Email
Record Access
What student records do you need access in your work? (Select all that apply)
What student records do you need access in your work? (Select all that apply)
Undergraduate Student Records
Graduate Student Records
Law Student Records
Custom Permissions
Slate for student success stores sensitive information about students. Additional approval may be required for access to the following custom permissions.
Select all data objects you require READ access for:
Select all data objects you require READ access for:
Advising Notes
Student Holds
Early Alert Records
Referrals
Student Program
Student Course Registration
Select all data objects you require WRITE or EDIT access for:
Select all data objects you require WRITE or EDIT access for:
Advising Notes
Early Alert Records
Referrals
What best describes your work with Alert records:
I only need to submit Early Alerts.
I need to see Early Alert details on Student Records.
I am a CARE Team Employee and need full read access to all Alerts.
Referral Management
Will you manage and assign referrals to employees in your department?
Will you manage and assign referrals to employees in your department?
Yes
No
Submit