Update: Cialfo has rolled out an updated User Experience (UX). For a limited amount of time, clients will be able to switch from using the new UX and previous UX. This article will address both types of UX.

We all have different ways of working and managing information. Cialfo empowers clients to customize certain features on the platform. Account Configure is your control tower, it impacts how your students, staff, and parent/guardian community experience Cialfo.

Note: Only Administrators have access to this page. Any changes made in Account Configure apply to all users associated with your account.

New User Experience (UX)

To start, click the chevron in the upper right corner and select Configuration.

Previous User Experience (UX)

To start, click Configure on the left menu.

Pro Tip: Remember to press save within each section for changes to apply.

User Default Settings

Select the timezone and region/residence where your school is located.  

Scattergram Default Settings

You can customize what default data will display on Scattergram.  Scattergrams appear when looking at a specific school's information using the School Search function.  Updating default start and end year can provide a helpful parameter.

Students Connectivity

Here is where you customize permissions for students.  

  • Remember to press save when making changes.

Emails from Cialfo

Cialfo sends out notifications to staffs and students alike and by default, it's sent from a Cialfo email address. You can customize this feature and input a sender name to make it more personalized and also ensure that the replies go directly to you or your school.

Shortlist Algorithm

School Search in Cialfo is enhanced with our shortlisting algorithm. In this configuration, you control if and when the feature is displayed to various audiences.

Example: You start the school year with this feature turned off because you want to meet with your students first to discuss how to evaluate school choices, interests and majors. 

When you decide students are ready to start their school search, you can turn this feature on. 

External Links

Cialfo has curated a list of popular and recognized providers of school profile information. Based on your school's preferences, you can choose which links are shown to your students and which ones are hidden.  

Pro Tip: Click the blue checks to unselect and remember to choose 'overwrite existing' or simply 'update' before pressing save.

School Profile

Customize the content that is displayed in school profiles when using the School Search feature.

Inside Scoop: Applicants is by default unselected.  This is where your team can view detailed applicant history, including student's full name, GPA, test score and outcome for a specific school.  

Because of this highly confidential nature of this information, we encourage counseling teams to discuss activating this section.  It's a layer of protection so that someone does not accidentally display this information in a 1:1 meeting with a student or worse during a classroom or large presentation.

Grade Default

You can set your default academic system here.  Add terms per grade and indicate the Grade default per level. 

Note: this feature is very helpful for some programs and not used by others. Discuss with your Customer Success On-boarding Manager to determine what is best for your program.

Set Current Grades

This section is where you label and assign a grade level to students by high school graduation year.  

  • How you choose to name each grade will impact various functions in the platform. 
  • We suggest discussing the naming convention before applying it to all students. 
  • Once the academic year is finished and your data is updated, you click the +1 to move everyone up a year. Remember to select "update all students" for the change to apply.  
  • Pro Tip: select "update all students" whenever new students are added to your school.  By updating all students, the new students will be included in grade level assigned task lists and Broadcasts.

Logo Upload

Found at the bottom of the page, you can upload or update your school's logo.

Cialfo Event Notifications

Here is where you can decide if you would like Cialfo to update students and or guardians about virtual college fairs, webinars or other programming hosted by Cialfo and free for our users.


You have completed the Account Configure setup!  

Please reach out to the Cialfo team for additional support. 

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