🤝 SEAtS CRM

This article explains how different Access Profile Permissions affect what users can see and do in the Approvals area of the main SEAtS site.

This guide explains how to search and filter through existing cases in the Case Index page.

This guide shows how to action cases from both the Cases dashboard and Student Profile areas in SEAtS. The standard actions available will differ based…

This guide explains how to use the Activity dashboard to see the history of a case in SEAtS.

This guide explains how to reassign a case to another user or team in SEAtS.

This guide explains how to open and close a Case in SEAtS from the Home Dashboard or the individual Student Profile screen. Cases can be opened…

This article explains how different Access Profile Permissions affect what users can see and do in the Cases area of the main SEAtS website.

This article explains how different Access Profile Permissions control which users can view or edit data marked as sensitive. Sensitivity levels are…