Add Academic and Institution Contact Settings - Institution Admin

Updated: October 2021

Description:  Institution Admins will add and update their Academic and Technical Contact settings for their institution in the Institution Manager.  These are the Name and Email Address fields that will be inserted using dynamic text in emails sent from AEFIS.  You must update these areas with your values to go live with AEFIS and send emails.  Note that this does not set the email address that your AEFIS emails will send form.  For that information, use this guide.

Applicable to: Institution Admin

Step by Step

1. Login to AEFIS

2. Click on the hamburger menu at the top left of the screen and navigate to the Organizational Hierarchy section of the menu

3. Click on Institutions

4. Click the Manage button next to your Institution

5. Navigate to the Details area of the Institution menu under Information

6. Scroll to Contact Settings

7. You will see two tabs - one for Academic Contact and one for Technical Contact

8. Under the Academic Contact Settings, add the following:

• Name: The name of your Academic Contact.  This could be a person, or this could be the name of the office that owns your AEFIS instance.
• Email:  The email address that you would like user to contact when you insert Academic Contact dynamic text into an email that is sent at the institution level.  This can be an individual's email address, or a shared mailbox that many members of your team can access.
• Signature: This is the default signature that will display in emails.

CLICK SAVE!

9. Under the Technical Contact Settings, add the following:

• Name: The name of your Technical Contact.  This could be a person, or this could be the name of the Academic Technology or Information Technology office that supports AEFIS users.
• Email:  The email address that you would like user to contact when you insert Technical Contact dynamic text into an email that is sent at the institution level.  This can be an individual's email address, or an email address that goes to a ticketing service, for example.
• Signature: This is the default signature that will display in emails.

CLICK SAVE!