This article applies to the following role permissions: ConexED Administrator - Institution Administrator - Department Director - Group Manager - Faculty/Staff - Front Desk Agent - Student
Administrators and users of ConexED are identified by their role type. Roles determine which platform features users can access, such as group settings, archives, and data.
ConexED Administrator - Level 1
ConexED administrators have access to all settings, reports, appointment management, meeting archives, chat histories, and data analytics across all departments, groups, and user accounts. Only ConexED administrators are authorized to modify a user's role, whether upgrading or downgrading it.
Admin Panel
The Admin Panel enables ConexED Administrators to monitor department activity and access backend information. Administrators have the capability to access meeting recordings and chat history, manage departments, groups, reason codes, locations, and users, as well as monitor user activity across all departments. To access the Admin Panel, go to the top toolbar located in the upper right corner of the page and click on the gear icon. The settings tab within the Admin Panel serves as the central access point for configuring technical integrations, including login types.
Institutional Administrator - Level 2
Institutional Administrators have access to all settings, reports, appointment management, meeting archives, chat histories, and data and analytics for all departments, groups, and users within their institution. Only a ConexED or Institutional Administrator can upgrade or downgrade a users role.
Admin Panel
The Admin Panel enables Institutional Administrators to monitor department activity and access backend information. To access the Admin Panel, go to the top toolbar located in the upper right corner of the page and click on the gear icon. Administrators can view meeting recordings and chat history, add or delete departments, groups, and users, and review user activity across all departments within their institution.
Department Director - Level 3
Department Directors have access to their department settings, reports, appointment management, archives, chat histories, data, and analytics for their specific department(s) and the groups and users in their department(s).
Schedule Exception
A schedule exception is a time blocked off by a ConexED Admin, Institutional Admin, or Department Director, preventing appointments during available office hours for an entire group, department, or institution. Department Directors can add a schedule exception for any groups or departments they manage. To create a schedule exception, the individual must hold an administrative role and be assigned to the designated department.
Reports
ConexED Admins, Institutional Admins, and Department Directors have access to 14 different report types in the Schedule Control Center. Each report includes filters to limit the data scope by institution, department, group, staff member, dates, and other criteria, depending on the report. Reports can be viewed on the page, copied and pasted, printed, or downloaded as a CSV file. These reports provide the specific data administrators need for student service operations, staffing, sharing achievements, and documenting needs with stakeholders.
Group Manager - Level 4
A Group Manager has access to group customization settings, reports, appointment management, archives, chat histories, and data for their specific group(s) and users within their group(s).
Group Customization
Group customization refers to the setup of a specific student service group by the Group Manager, Department Director, Institutional Admin, or ConexED Admin. Group customization includes adding users, locations, login options, and reason codes, as well as customizing forms, email templates, virtual lobby messages, and other settings specific to the group scheduler.
Master Scheduler
With the Master Scheduler, ConexED Admins, Institutional Admins, Department Directors, or Group Managers can schedule or edit office hours for members of their respective groups.
Faculty/Staff - Level 5
Faculty and staff have access to their own scheduler and profile settings, reports, appointment management, archives, chat histories, data, and analytics for their own meetings.
Moderator
The Moderator, a Faculty/Staff member, is responsible for managing student interactions and maintaining functionality within a virtual meeting space. The terms "moderator" and "Faculty/Staff" are used interchangeably. The Moderator is capable of adding notes and reason codes for each interaction, which are linked to the student's meeting history and group reporting. During meetings, the Moderator oversees the meeting space, including creating and monitoring breakout rooms, conducting polls and sharing results with attendees, and promoting attendees to other roles, such as Moderator or closed-caption editor.
Front Desk Agent - Level 6
Front Desk Agents are granted access to the group calendar and student lookup tools to facilitate appointment scheduling. They are authorized to manage appointment details, including canceling, extending, rescheduling, and checking in or out students.
Student Lookup Method
The Student Lookup Method enables users with the Front Desk Agent role or higher to access a student's profile and detailed appointment information, provided such details are not restricted by other permission settings.
Student Worker - Level 7
The Student Worker role within ConexED is designed to enhance administrative and academic operations while ensuring strict adherence to data privacy and access limitations. This role is structured to optimize operational efficiency without exposing sensitive information.
Key responsibilities include restricted access to sensitive data, facilitation of scheduling, management of lobby operations, data entry and record keeping, and support for event coordination. By maintaining limited yet functional access, Student Workers contribute meaningfully to institutional processes while safeguarding the integrity and confidentiality of institutional data.
Student - Level 8
Students have access to the Student Support Directory, their profile and calendar settings, as well as the archives and chat histories of their own meetings.
Student Dashboard
The Student Dashboard is an integral component of ConexED’s Case Management System, providing students with a comprehensive overview of their academic journey. This dashboard helps students stay informed and focused on their goals by displaying key information such as milestone progress, health and wellness checks, notifications and announcements, financial aid details, grades, and attendance. The user-friendly interface ensures that students can easily access and navigate these features.