System Administrator Support

Adding/Removing Contacts in School and Management Center

In order to add and remove contacts in School or Management Center, you must have the appropriate permissions. Typically, the System Administrators and other internal team members from the licensing organizatio...

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Can I Store Non-School, Board or Management Company Contacts?

Currently, only Board Members, School Contacts and Management Organization contacts can be stored in Epicenter. If you would like to discuss options for maintaining other contacts, please contact our Epicenter...

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How to Link a School to a Management Organization

Linking School Systems to a Management Organization is completed from the Operations tab in School Center. Below is a video and documented steps: Select School Center Select the School's district nam...

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Logo Requirements for Epicenter

There are two places where an Epicenter Licensing Organization's logos are displayed in Epicenter. One is the top of Epicenter web pages and the other is at the top of reports. If you need a new logo added fo...

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Board Member Setup: Step 1 - Create Seats and Terms

After a board has been created in Board Center, the first step to adding the board members is creating the seats. If you are collecting Term information for the board members, you will also add the Term for ea...

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Board Member Setup: Step 2 - Set Up Board Candidates & Add Board Members

In order to add board members to a board, you have to first set them up as candidates. To learn how to add candidates and promote them to the board, watch this video and/or read the instructions below: I...

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Board Member Setup: Step 3 - Assign Roles to Board Members

Once a candidate has been promoted to the board, they will be given the default role setup on your Epicenter site (for example, Director). You can then assign to him/her a more specific role (or roles). To lea...

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Board Member Setup: Step 4 - Depart and Reappoint Board Members

After you add all the active board members to each board, the ongoing maintenance will include any contact or role changes, adding notes to the board or board members, departing board members, and reappointing ...

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Can a candidate be removed but remain in the system?

If for some reason a candidate doesn't become a board member, you can remove the candidate from the pool but still keep the person's contact information and any notes that were written. First, select the Board...

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Board and Board Member Notes

There is a Notes section found on the Overview tab of every board and within each Board Member Detail page of all the board members. To write a new note, select the New Topic button. You can then enter...

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