Enabling Marketing Center Security

Before you can use Marketing Center Security to secure academic prospects, you must enable it using the Higher Education Options page.

Navigation:

Set Up CRM > Product Related > Higher Education > Higher Education Options

This example illustrates the fields and controls on the Higher Education Options page. You can find definitions for the fields and controls later on this page.

 Higher Education Options page

Field or Control

Description

Secure Prospective Students by Marketing Center

Select this check box to enable Marketing Center Security for Higher Education recruiting. This means:

  • A user's access to prospects’ Academic Interests will depend upon the Marketing Centers to which the user belongs.

  • Authorized users will be able to manually or auto-assign Marketing Centers to a prospect.

  • The Prospect Student Import process will assign a Marketing Center to each prospect that is part of the import.

  • Prospect Data Enterprise Integration Points (EIPs) will attempt to assign Marketing Centers (of type Recruiting) to each prospect’s academic interests when syncing prospects from Campus Solutions.

Enable Automatic Assignment of Marketing Centers

This option is disabled unless the Secure Prospective Students by Marketing Center option is selected. If it is selected, Campus Solutions prospects that are brought into CRM by the Prospect Data EIP are automatically assigned Marketing Centers. The check box is not checked by default, even if Secure Prospective Students by Marketing Center is selected.