Introduction

Platform Settings manages a variety of security settings around account creation and management, user sessions, and two-step authentication


Please note that the Platform Administrator is the only role allowing visibility and accessibility to Platform Settings.



Accessing Platform Settings

If you have an Admin role assigned to you for the application you are currently in, you'll find access to Platform Management in your profile drop down located on the top right of each application.


  • Click on the Profile Drop Down on the top right corner



  • Select Platform Management


You will be directed to the General page of the Platform Management tool.


  • Navigate to the Settings page.



  • Select Platform Settings



Managing Platform Settings

This section will walk you each section of the Platform Settings to understand each control.


Account Creation and Management

  • Require Student ID - controls whether a Student ID is required to register an account
  • Allow Student ID Editing - controls the ability for students to update their Student ID in their profile
  • Hide Student ID - hides the Student ID from the student in the UI (i.e., generated PDFs, etc.)
  • Required Student Email Domains - restricts the email domains to a school domain (e.g., myschooldomain.edu) that can be used by a student when creating a StudentForms account. When this field is blank any email domain may be used (i.e., Yahoo, Gmail, etc.)
  • Required School Email Domains - restricts the email domains to a school domain (e.g., myschooldomain.edu) that can be used by a school user when creating a StudentForms account.
  • Password Reuse # Days (Non-School User) - controls the number of days before a password can be reused for student and parent accounts
  • Password Reuse # Days (School User) - controls the number of days before a password can be reused for school employee accounts
  • Password Reuse # Passwords (Non-School User) - controls the number of passwords needed before a previous password can be used again for student and parent accounts
  • Password Reuse # Passwords (School User) - controls the number of passwords needed before a previous password can be used again for student and parent accounts
  • School User Password Valid - controls the number of days a password is valid for school employees
  • Donor User Password Valid - controls the number of days a password is valid for donors users
  • Student Password Valid - controls the number of days a password is valid for students
  • Password Expiration Warning Shown to School User at - controls the amount of days before a password expires to show notification of expiration to school employees
  • Password Expiration Warning Shown to Donor User at - controls the amount of days before a password expires to show notification of expiration to donor users
  • Password Expiration Warning Shown to Student at - controls the amount of days before a password expires to show notification of expiration to students



User Session

  • Allow User Switching - controls the display switch in the profile menu to allow a user who is both a student and school employee to switch between the two roles; both user types must be using the same username
  • Employee Session Timeout - controls the amount of time a school employee can be inactive in any application before the application auto-logs them out
  • Donor Session Timeout - controls the amount of time a donor user can be inactive in any application before the application auto-logs them out
  • Student Session Timeout - controls the amount of time a student can be inactive in any application before the application auto-logs them out
  • Parent Session Timeout - controls the amount of time a parent can be inactive in any application before the application auto-logs them out
  • Employee Maximum Session Length - controls the maximum amount of time a school employee can be logged into the same session in any application
  • Donor Maximum Session Length - controls the maximum amount of time a donor user can be logged into the same session in any application
  • Student Maximum Session Length - controls the maximum amount of time a student can be logged into the same session in any application
  • Parent Maximum Session Length - controls the maximum amount of time a parent can be logged into the same session in any application
  • Logout Redirect URL - controls redirect navigation to the URL entered when a user logs out; if left blank, DSO users will navigate back to the login page, SSO users navigate to a splash page



Two-Step Authentication

  • Allow Two-Step Authentication - enables two-step authentication
  • Enable Two-Step Authentication For Student - for two-step authentication for students upon login
  • Enable Two-Step Authentication For Parents - for two-step authentication for parents upon login
  • Enable Two-Step Authentication For Employees - for two-step authentication for school employees upon login



Data-File Import

  • Default Code Page - The code-page to use when the uploaded file has no byte-order making to indicate the encoding



Award Letter

  • Create Anonymous Link to Document - this control enables/disables the use of an Anonymous Link in the email template, which directs the student to their HTML template
  • Document Expiration (in days) - controls how many days an Anonymous Link is active to allow a student or other use to view the letter. Once expired, the link will take the student to an expiration page
  • Check for Duplicate Records - the control is available to potentially stop a student record from reprinting, in the case that a file may be uploaded twice, the student is brought into two separate files, etc.