Jenzabar Campus Portal Features Help Hub

Setting Up Student Forms

Campus Portal Setup
  1. Log in to the Campus Portal as an administrator and navigate to the appropriate feature page.

  2. From the Admin Toolbar Admin Toolbar Icon, click Access. The Access page appears. Campus Portal roles that have access to that page are indicated by a green visible Visible Icon symbol while roles that do not have access are indicated by the red hidden Hidden Icon symbol.

  3. Click on the Campus Portal role you are setting up permissions for. If the role has not already been granted access to the page, click the button to toggle it to Visible Visible Toggle Icon.  Additional permissions appear.

  4. To grant administrative privileges to a Campus Portal role, click the button for the Allow this role to manage this page permission to move the toggle to "Yes".  Administrative permissions will allow the users in the role to add or remove features and set page and feature level permissions.

  5. Changes are saved automatically

When the user clicks the Save and Finish Later button for a form (i.e., application form, inquiry form, etc.), the data is submitted to J1 Desktop only if the “SendIncompleteForms” option is set to On in the Campus Portal.

Note

The Save and Finish Later option is not available for all submission types. If it is available, users will see a setting that allows them to turn the Save and Finish Later button on or off in the Basic Form Settings page.

To set the Send Incomplete Forms configuration options:

  1. Log into the Campus Portal as an administrator.

  2. Click the Site Manager link to open Site Manager. 

  3. Click the ERP settings link on the side menu.

  4. Click the On/Off toggle under Send incomplete forms to control the setting.

    • If the toggle is moved to On, data will be transferred to the ERP when the user clicks the Save and Finish Later button.

    • If the toggle is moved to Off, data will not be transferred to the ERP until the user clicks the Submit button when the form is completed.

  5. Click Save.

  6. Click Exit.