Hold Groups

Hold groups are used to apply restrictions to students’ accounts for a variety of reasons including unpaid tuition, missing documents, failing SAP, and others. The types of restrictions could include losing access to transcripts or getting blocked from class.

Viewing Hold Group Configuration

Hold groups can be added and removed for different types of restrictions by navigating to Settings>General>Hold Codes. Here you will see the table in figure 1. The groups associated with each type of restriction are listed in the third column.

Figure 1

Adding a new hold group

1. Create the group that you want to use as the hold group
   1. Select the “Groups” from the dropdown menu in the top left corner

1. Click “+New” at the top of the table that appears
2. Fill out the form. Be sure to set the group visibility to “Private”, the owner as “Administrator, System”, and add the staff members to whom you would like to grant access
3. Click “Save & Close” at the top of the form

1. Add the group to the hold code for the restriction you wish to apply
   1. Navigate to Settings>General>Hold Codes

à

1. In the second column of the table, click on the “Action Name” to which you would like to add the hold group
2. A form will appear below the table
3. Click in the “Groups” box
4. A search form will pop-up
5. Search for and select the group that you want to add.

Granting Permissions to Hold Groups

1. If needed, follow the instructions in the  Viewing Hold Group Configuration   1 to identify the group you need to which the user should be added
2. Select the “Groups” from the dropdown menu in the top left corner

1. Click on the group name to open the form
2. Click in the box labeled “Staff with Access to Private Group”
3. Find the user in the search box that pops up