Administration of PathwayU Sites

This article explains how to administer the various features and functions of your PathwayU site

Travis Hevelone avatar
Written by Travis Hevelone
Updated over a week ago

If you have Administrator privileges to your PathwayU site(s) you can manage many of the features and customization options directly via the Manage Sites page. These settings can impact all users so with great power comes great responsibility - be careful and intentional when making any changes.

To get to this page, you will first need to make sure you are in Counselor/Advisor view. Then if you click on your name in the upper right of the screen you will see the following menu shown below, which includes MANAGE SITES. If you are in COUNSELOR or ADVISOR VIEW and don't see this option but need to administer the site please contact your organizations primary contact person to get assigned Administrator privileges.

After selecting MANAGE SITES you will be brought to the Manage Sites page from which you can edit your specific PathwayU site(s), which will appear by default. Click on the EDIT SITE link to access all of the specific options you can update or modify (shown below):

The following is a description of each setting to aid you in configuration:

Appointment URL: You have the ability to send students to a specific site to aid in driving students to scheduled appointments with your counselors/coaches. Just enter the fully qualified URL in the field provided. If this field is blank, this button will not show up at all. This button shows up on the Assessments page (see below):

Primary and Secondary Color: PathwayU sites contain two customizable colors: (1) Primary, and (2) Secondary. We typically extract these color values from your logo/website and match them best we can when you site is created. However, if you want to use a different color combination we do have the ability to adjust the pallet for you. Please provide an HTML color code (also know as HEX color code) such as #B51219 for each. The Primary color is assigned to buttons and menu links and the Secondary color is assigned to the other graphical elements like the assessment result bars for example - see example:

Logo: By default, we customize your PathwayU site with your university's standard logo. We try to find a transparent version so it blends well into the site. Some schools have preferred logos or graphic standards. Preferred formats are transparent .PNG format but .JPG works as well.

Job Board: This toggle controls whether the JOBS menu appears in PathwayU. The default job board that we utilize is Indeed. You have the ability to have this ON to show JOBS on the top menu and display the Indeed Job Board or OFF which completely eliminates the JOBS menu item in the top navigation menu for all users. There is no capability to only have a secondary job board (such as Handshake) shown without Indeed. We can, however, make the secondary job board the default when users arrive at the screen below.

Show My Journey: This toggle controls whether MY JOURNEY is shown in the menu. This feature can be turned ON to show the MY JOURNEY option in the menu or you have the ability to turn this OFF thereby eliminating the MY JOURNEY menu item in the top navigation menu for all users. To learn more about MY JOURNEY see these articles: What is My Journey | Customizing My Journey

Secondary Email: When ON, new users will be prompted to provide a secondary email address upon account creation (helpful if they need to recover an account like a student who no longer has access to their school email once they graduate). If this feature is turned OFF, new users will not be prompted to provide a secondary email address upon account creation.
โ€‹*Please note: When turned ON, users are given the ability to skip this step after initial login and they are not required to provide a secondary email address. This can be entered later via Account Settings as well.

Programs: When this feature is ON it provides students with a standard set of Programs (Majors/ Fields of Study) that would prepare them for the specific occupation they are viewing. This shows up on the Programs tab under each occupation and leverages standard CIP (Classification of Instructional Programs) to SOC (Standard Occupation Code) taxonomy. If you have completed specific program mapping for your school this must be ON for those to show as well. ** Note: If this is OFF then no Programs tab will show up under each occupation as the Program tab will be removed completely.

Terms: This allows you to have some flexibility in what the platform calls your counselors/advisors or students/users. Depending on the selection, the terms applied will show up in a couple of places such as the main dashboard your faculty will use and the menu for switching between views.

2nd Job Board: This provides functionality to add an additional job board to the JOBS section of the platform. Most clients that have Handshake put in an RSS feed link here that bring in Handshake jobs as an additional job board to search. To create an RSS feed from Handshake refer to this article: Handshake RSS Feed. Once you have obtained this link you can copy and paste it into the RSS FEED URL. You can also choose a name for how this job board will show up on the JOBS page. Most use HANDSHAKE for this but if you have another name feel free to label it accordingly. This is what it looks like in the tool - allowing the student to switch between searching the default Indeed job board to Handshake. *** Note if you have another source of jobs that you feel might be able to create an RSS feed, let support@jobzology.com know so they can review and assist as necessary. Any RSS 2.0 feed should work, but this was built specifically for Handshake.

Crosswalk: When this is ON we will show the Military Crosswalk as a filter on the Career Matches page when viewing ALL CAREERS (this appears at the bottom of the filters on the left-hand side). However, you can toggle this OFF to hide the Military Crosswalk filter altogether. To learn more about the Military Crosswalk see this article: Military Crosswalk

Workbook: When this toggle is ON our 30+ page workbook shows up in the TOOLS section of the platform when in Student/User View. You can turn this OFF to not show this resource if desired.

User Verification Email: When this is ON it controls whether we send an email verification to new users when they sign up. To activate and use their accounts all users will have to find this email and click on the link to activate their account. This is used for security purposes to make sure the user is who they say they are. This toggle can be turned OFF if your environment is one that will not allow external emails of any kind, thus preventing anyone from creating an account. When OFF, users will fill out the same account creation information but will automatically be authorized and logged into their account. We advise you to work with your IT department to whitelist our domains to ensure this basic security, so our recommendation is to have this ON. See this article for more information: Whitelisting PathwayU.

Purpose Survey: When this is ON we will administer a purpose assessment to all new users upon initial login. If needed it can be turned OFF completely and this assessment will not be administered. Additional details can be found here.

Demographics Survey: When this is ON we will administer a standard demographics survey to gather information that is useful in preparing for counseling sessions. If needed it can be turned OFF completely. Additional details can be found here.

Completion Email (Send Proof of Completion): When this is ON we will provide a dialog box that pops up once a new user has completed all assessments (Interests, Values, Personality, Workplace Preferences) for the first time. Students can enter an email of their choice or you can supply one to them in order to notify that person that they've completed their assessments. This can be useful if you are using PathwayU in orientation or other formal classwork and you would like them to notify someone when completed.
โ€‹*** Note: The students can also send proof manually at any time by navigating to the lower right-hand portion of the sidebar on the ASSESSMENTS page and clicking on the SEND PROOF button.

For a quick video walkthrough of this feature click on this link: https://share.getcloudapp.com/Z4uDrgLq

Custom Program Info: When this is set to ON it provides a way for you to communicate more organization-specific information about your programs. This is helpful if you have requirements, capacity, and/or other specific information you want to provide to your users. Most clients direct this to their existing website which provides details on all of their programs. If ON, you will provide three pieces of information that appear right below the Programs tab under each occupation:

  1. Custom Program Text: This is the text your users will see right under the Programs tab under every occupation.

  2. Program Info URL: This would be the fully qualified link or URL you would want your users to be sent to when clicking on the link. Typically your Programs page for your organization.

  3. Program Link Text: This is what the link will be named.

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