Do you have, for example, a student staff member whose internship ended with the career center, and needs to be switched back to a regular subscriber on uConnect? Here's how.
First, an Admin needs to take these steps:
- Navigate to the backend of your platform's dashboard and click on 'Engage' > Subscribers (CRM)
- Search for the user you wish to update
- Hover over the user's name and select 'Edit'
- Scroll to the 'Role' field and select 'Subscriber'
- Make sure to Update!
Next, direct the student or user to take these steps:
- Log into the platform
- From the dropdown in the very upper-right hand corner of the page, where it says 'Welcome [Name]', select 'Edit My Profile' as highlighted below.
- The user will be automatically directed to update their Subscriber preferences, and the process is complete.