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Ensuring proper platform access

Updated over a month ago

Platform access controls who can configure and manage agents. CollegeVine provisions platform access at the institution level. Each user is associated with one or more institutions and granted permissions based on their role.

Access determines:

  • Which institutions you can see

  • Which areas of the platform you can access

  • What actions you can take within each area

Once your partnership with CollegeVine is kicked off, you will receive a secure link and clear instructions to create your account. Learn more about the setup process in the next article.

What your institution manages

Your institution is responsible for:

  • Identifying which team members should have platform access

  • Determining appropriate access levels

  • Notifying CollegeVine when users should be added, updated, or removed

Recommended onboarding approach

CollegeVine recommends onboarding users in phases:

  1. Start with a small core team responsible for initial agent setup and validation.

  2. Expand access deliberately as agents move toward broader use.

  3. Review access periodically, especially before major launches or organizational changes.

Clear ownership early helps prevent confusion and reduces the need for reactive access changes later.

If your institution needs to adjust access or onboard additional users, reach out to [email protected].

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