Success CRM New User Request Form

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 Note: Student employees must use their se- single sign on accounts to create their Slate user accounts. To learn more about se- accounts contact the ITS Service Desk or visit the Student Accounts Request Form to request a new student employee account.

Account Set Up and Permissions

Please briefly explain your role and need for Slate access:

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

Training and Onboarding

New Users are required to attend an official Slate for Student Success New User Onboarding Event within the first month of account access. Once the new user account is approved, the user will receive an email with the upcoming virtual onboarding events to RSVP.

In addition to New User Onboarding training, we expect that each new user is provided with internal training by a peer or mentor from their specific work group or office area. This peer training should communicate to the new user how your office uses Slate and what their expectations are given your established business processes.

Please list the name of a Peer Trainer who will inform this new user on current business process and best practices in navigating Slate as it relates to their specific work:

Peer Trainer Name

Peer Trainer Email

Record Access

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 WRITE or EDIT access for:

Advising Notes

Early Alert Records

Referrals

What best describes your work with Alert records:

Referral Management

Will you manage and assign referrals to employees in your department?

Yes

No