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Set-Up Guide
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Knowledge Base Home
Set-Up Guide
Appointment and Scheduling
Scheduling Control Center
Group Settings
Personal and Group Calendars
Appointments
Events
Virtual One-Stop-Shop
Lobby
Virtual Events
Video Cafe
CRM & Cohort
Cohort Admin Center
Milestones
Messaging Center
Registration Forms
Activity Tracker
Early Alerts & Case Management
Alerts
Cases
Queueing & Kiosk
Reporting and Data Analytics
CRM and Cohort Solution Reporting
General Use and Troubleshooting
Account Settings
Recorded Webinars
Set-Up Guide
ConexED Admin Control Panel
System Set Up
Student Guide
Recruitment Center
CRM Registration Forms
Set-Up Guide
Quick start guide to get up and running as fast as possible with basic setup.
ConexED Role Types and Admin Levels
ConexED Platform Glossary of Terms
ConexED Admin Control Panel
Create, Edit, or Delete Departments and Groups
Create Reason Code Categories
Upgrade User Roles
Merge Duplicate Accounts
How to Create Attributes
How to Configure SAML2 Login Settings
See more
System Set Up
Navigate the Dept & Group Manager Feature
Assign Department Director, Group Admins, Front Desk Agents and Faculty/Staff to a Group
How to Allow Guests to Join a Virtual Meeting
How to Attach Attributes to an Individual Student Record
Using the Assigned Advisor Feature
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