Level 1 - Setting Up Your Account

Welcome to Cialfo! This is the place to get started with setting up and managing your school's account. Review your settings and configurations, add team members, and upload data.

12 articles in this collection
Written by Tim Munnerlyn, Cath Huang, Priscilla Ann Lim and 2 others

Setting up your account

Setting up your personal account settings

How to change my password or sync to Google/Outlook? How to set my notifications? Unable to view student's profile page? We got you covered!

Written by Sheryl Lee
Updated over a week ago

Automatic Notifications from Cialfo

This article highlights the notifications that are sent from Cialfo to Counselors, Students and Guardians.

Written by Cialfo Customer Success
Updated over a week ago

Personalizing your school account

Configuring your Account (Account Configure)

Set your default academic grade system, permissions controls for students, uploading of school logo and more!

Written by Cialfo Customer Success
Updated over a week ago

Customizing the College/University Profile Viewed by Students and Guardians

Written by Cialfo Customer Success
Updated over a week ago

Adding and Managing Staff Members in Team

Learn how to add new staff to Cialfo

Written by Tim Munnerlyn
Updated over a week ago

Team Roles & Permissions

The difference between Admin, Counselor, and Teacher

Written by Priscilla Ann Lim
Updated over a week ago

The Difference between a Counselor Admin and Counselor account

Written by Tim Munnerlyn
Updated over a week ago

Getting ready for your student launch

Uploading students, guardians and staff

Creating & updating student, guardian, teacher or counselor accounts

Written by Priscilla Ann Lim
Updated over a week ago

Add a New Student to Cialfo (Manually not using bulk upload)

How to add an individual new student on Cialfo

Written by Cialfo Customer Success
Updated over a week ago

Registering Students on Cialfo

Preparing to launch Cialfo with students? This is where you can learn about various options & functionality!

Written by Cialfo Customer Success
Updated over a week ago

Assigning a Counselor to an Unassigned Student

Where can I see all students who have not yet been assigned a counselor? Can I assign them more than one counselor?

Written by Cath Huang
Updated over a week ago

Registering Guardians/Parents on Cialfo

Preparing to launch Cialfo with Parents and Guardians? This is where you can learn about various options & functionality!

Written by Cialfo Customer Success
Updated over a week ago