Logging into the Staff Dashboard

When a user logs into EnrolHQ the Staff Dashboard is displayed.

The access level for each type of user is setup in User Management

This example view below is for a user with Registrar, Interviewer and Admin permissions.

Staff Dashboard - inital View Jan 2025

When EnrolHQ has any Announcements to share with Users this is displayed at the top of the screen in the Yellow banner. (if there is no announcement there is no banner)

  1. The Main Menu is situated on the Left hand side of the screen, Sections can be expanded to show more detailed options.
  2. If you wish to apply for the SMS feature you will need to complete the application here. If it has been configured then this will display the amount of credits available.
  3. This displays the name of the User that is currently logged in.
    1. You can select your name then your profile, this allows you to update your name, mobile number, password and your user preferences. Any setup or changes made here are only reflected for your individual user. Remember to save for the changes to take effect.
  4. Outstanding Tasks are displayed here only if you have an outstanding task. (if there are no tasks then the section will not appear)
  5. Live Feed is the list of all the Parent actions that have occurred. EnrolHQ sends confirmation emails to the default system email address. (unless this has been turned off in the Templates)

Customising your Staff Dashboard

On the staff dashboard (and other places within EnrolHQ) you will see a grouping of 6 dots - these allow staff to 'Drag and Drop' sections of the dashboard to suit each individual user.

Staff Dashboard - drag and drop Jan 2025

Wherever you see this symbol you can reorganise fields for your personal preferences.

User access Customisation outside the Staff Dashboard

These sections in EnrolHQ can be customised per staff user as well

Individual User Column Customisation

Using the 'All Prospective' Contacts Category

The All Prospective Category in Contacts allows staff to search all the 'active' profiles for individuals or groups of profiles. The filters displayed are to assist with selections of profiles especially for the 'Bulk Action' function.

All Prospective filters jan 2025

The categories that are excluded are always displayed at the top of the menu in blue. If you want to remove any excluded groups select 'show more' and remove the excluded groups from Student Demographics.

All Prospective filters remove statuses jan 2025

If you are using the same filters in 'All Prospective' regularly you might wish to bookmark the selected criteria for repeated use.

Video - Filtering Contacts

Using Bulk Action

Bulk action allows staff to update groups of profiles that have been selected. There is a large selection of actions available to assist staff that have been organised in categories.

Bulk Action

Video - Bulk Actions

Using 'Login as Parent'

Staff may need to troubleshoot when a parent is having difficulties. If be able to view what the parents are seeing their dashboard view we have created the ability to view the parent's dashboard

Staff are unable to make changes but can assist while viewing the parents dashboard.

Video - Login as Parent

Updating and Customising the Parent Dashboard

Articles on how to setup and update the Parent Dashboard

Parent Dashboard Setup and Review

Video's about the Parent dashboard and troubleshooting custom forms

Video - Parent Dashboard

Video - Custom forms on Parent Dashboard