Site Logo

The logo URL provided here will display in the Header throughout the portal.  The URL must be publicly available, it cannot be on a password-protected site.  The recommended size of the logo is an approximate width of 120px and a height of 32px, or generally, a 3.75:1 ratio.  Clients are encouraged to preview their available logos on the portal and adjust the logo files as needed for optimal display. 

Optional

Textbox

URLs provided for the links must be valid, meaning they begin with https://

Site Logo Alt Text

Brief text description of the logo for visually impaired users. The text is available to screen readers as the alternative text ("Alt-Text") for the image in the Site Logo.

100 characters maximum. If Site Logo is not blank, the Site Logo Alt Text is required.

Required if Site Logo is not blank; Optional otherwise.

Textbox

100 characters maximum.

If Site Logo is not blank, the Site Logo Alt Text is required.

PDF Logo

The logo URL entered here will display at the top of the downloadable PDF for any Smart Form. The URL must be publicly available, it cannot be on a password-protected site.  The recommended size of the logo is an approximate width of 120px and a height of 32px, or generally, a 3.75:1 ratio.  Clients are encouraged to preview their available logos on the pdf output and adjust the logo files as needed for optimal display.

Optional

Textbox

URLs provided for the links must be valid, meaning they begin with https://

Primary Color

The hexadecimal color code entered here will be used for the primary color throughout the portal. Use the slider bars located at the bottom of the color grid and within the color grid to choose a color, or enter the hexadecimal color code value in the input field. Then click "Apply."

The primary color will be applied to the following site elements:

Required

Hexidecimal Color Selector

Default Value = #2F63FF

Secondary Color

The hexadecimal color code entered here will be used for the secondary color throughout the portal. Use the slider bars located at the bottom of the color grid and within the color grid to choose a color, or enter the hexadecimal color code value in the input field. Then click "Apply."

The secondary color will be applied to the following site elements:

Required

Hexidecimal Color Selector

Default Value = #CBD8FF

Primary Background Color

The hexadecimal color code entered here will be used for the primary background color throughout the portal. Use the slider bars located at the bottom of the color grid and within the color grid to choose a color, or enter the hexadecimal color code value in the input field. Then click "Apply."

The primary background color will be applied to the following site elements:

Required

Hexidecimal Color Selector

Default Value = #F4F7FF

Secondary Background Color

The hexadecimal color code entered here will be used for the secondary background color throughout the portal. Use the slider bars located at the bottom of the color grid and within the color grid to choose a color, or enter the hexadecimal color code value in the input field. Then click "Apply."

The secondary background color will be applied to the following site elements:

Required

Hexidecimal Color Selector

Default Value = #E0E8FF

Display Instructional Message

When this checkbox is selected, the Instructional Header and Message configured will display at the top of the Dashboard screen.

Optional

Checkbox

Unselected by default

Instructional Message Header Text

The text entered here will display as a customized Header on the Dashboard Instructional Text.  The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using:

^{{OfficeName}, {OfficePhone} or {OfficeEmail}}

As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated.

Optional unless "Display Instructional Message" is Selected

Text

Alphanumeric

When "Display Instructional Message" is selected, this field is required.

50 characters max

Instructional Message Text

The text entered here will display as instructional text on the Dashboard screen.  The editor allows the user to apply formatting to the text and provide HTML to manipulate the display.  There is no character limit.

The text configured in the Office Name, Office Phone, and Office Email fields can be inserted into the text configured here using:

^{{OfficeName}, {OfficePhone} or {OfficeEmail}}

As a result, if the Office Name, Phone, or Email changes, the update can be made in one place, and all related messaging that uses that data will automatically be updated.

To get the best results when using this editor, follow these steps:

• Type your text directly into the editor: This ensures the formatting tools work correctly and your text looks just how you want it.

• Use the formatting tools provided: After typing your text, use the editor's tools to add bold, italics, lists, and other formatting.

• Alternatively, use Notepad: You can type your text in Notepad first, then copy and paste it into the editor. This method helps avoid unexpected formatting issues.

• Be cautious when copying from other editors: If you copy text from another editor (like Word), the formatting might carry over and look different in this editor. You might need to adjust it to fit your needs.

By following these steps, you'll have a smoother experience, and your text will look great!

Optional unless "Display Instructional Message" is Selected

Editor

Alphanumeric and HTML

When "Display Instructional Message" is selected, this field is required.

Display Provisional Independent Status Message

When this checkbox is selected, the Provisional Header and Message configured will display at the top of the Dashboard screen.

Optional

Checkbox

Unselected by default

Provisional Independent Status Message Header Text

The text entered here will display as a customized Header on the Dashboard under the Instructional Message.  

Optional unless "Display Provisional Independent Status Message" is Selected

Text

Alphanumeric

When "Display Provisional Independent Status Message" is selected, this field is required.

50 Characters max

Provisional Independent Status Message Text

The text entered here will display on the Dashboard screen under the Instructional Message.  The editor allows the user to apply formatting to the text, and provide HTML to manipulate the display.  There is no character limit.

The best practice for using this editor is to type your text directly into the editor, and then format it using the tools provided.  Or, type the text into Notepad, and then copy and paste the text into the editor.  If you copy the text from another editor, you may find that the formatting is copied from the editor and displays in an unexpected manner.

Optional unless "Display Provisional Independent Status Message" is Selected

Editor

Alphanumeric and HTML

When "Display Provisional Independent Status Message" is selected, this field is required.

Office Name

This text will be used throughout the portal, in portal communications and Smart Forms where the Office name is displayed.

Required

Textbox

The default value is "Financial Aid Office."

50 characters max

Job Title

This text will be used throughout the portal, in portal communications and in Smart Forms where the Job Title is displayed.

Optional

Textbox

The default value is "Financial Aid Advisor."

50 characters max

Office Phone

This text will be used throughout the portal, in portal communications and in Smart Forms where the Office phone number is displayed.

Optional

Textbox

15 characters max

Office Email

This text will be used throughout the portal, in portal communications and in Smart Forms where the Office email address is displayed.

Optional

Textbox

50 characters max

Display Current Program

When "Yes" is selected, the student's current program will display throughout the portal, in portal communications and in Smart Forms where the student's current active program is displayed.

Required

Drop-down

• Yes (default)

• No

Display School Name

When "Yes" is selected, the value chosen under "School Name Display Value" will display throughout the portal, in portal communications and in Smart Forms where the School Name is displayed.

Required

Drop-down

• Yes (default)

• No

School Name Display Value

The value chosen here will be used throughout the portal, in portal communications and in Smart Forms where the School Name is displayed.  The system will use the "Display Name" field from Institution, Campus, or Site when determining the text to display.

Optional unless "Display School Name" = Yes

Drop-down

• Current Site (default)

• Current Campus

• Current Institution

When "Display School Name" is selected, this field is required.

Display Footer Text

When this is selected, the configured footer text will display on all portal screens, except the Sign-in and Dashboard pages, which display a fixed copyright footer.

Optional

Checkbox

Selected by default

Footer Text

The text entered here will be displayed as a footer on all screens throughout the portal, except the Sign-in and Dashboard pages, which display a fixed copyright footer. The editor allows the user to apply formatting to the text, and provide HTML to manipulate the display.  There is no character limit, so be mindful when creating the Footer text such that the final display will be the desired length.

The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using:

^{{OfficeName}, {OfficePhone} or {OfficeEmail}}

As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated.

The footer text is not "Sticky" meaning it is displayed at the bottom of each page, below the configured items/text/widgets for that page and the user may need to scroll down to see the full footer text.

The best practice for using this editor is to type your text directly into the editor, and then format it using the tools provided.  Or, type the text into Notepad, and then copy and paste the text into the editor.  If you copy the text from another editor, you may find that the formatting is copied from the editor and displays in an unexpected manner.

Optional unless "Display Footer Text" is selected.

Editor

Alphanumeric and HTML

When "Display Footer Text" is selected, this field is required.

Display Login Instructional Message

When this field is selected, the text configured in "Login Instructional Message" will be displayed on the Login screen under the Username and Password.

Optional

Checkbox

Unselected by default

This setting is only applicable for Non-SSO students

Login Instructional Message

The text entered here will display as instructional text on the Sign In screen.  The editor allows the user to apply formatting to the text, and provide HTML to manipulate the display.  There is no character limit.

The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using:

^{{OfficeName}, {OfficePhone} or {OfficeEmail}}

As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated.

The best practice for using this editor is to type your text directly into the editor, and then format it using the tools provided.  Or, type the text into Notepad, and then copy and paste the text into the editor.  If you copy the text from another editor, you may find that the formatting is copied from the editor and displays in an unexpected manner.

Optional unless "Display Sign In Instructional Message" is Selected

Editor

Alphanumeric and HTML

This text will only be displayed to Non-SSO students

Display Student Portal Header Text

When this field is selected, the text configured in "Student Portal Header Text" will be displayed within the header on the student portal.

Optional

Checkbox

Unselected by default

Student Portal Header Text

Text entered here will display in the header on the Student Portal, 

The text color of the configured header message will be the Secondary Color configured for the portal, unless text is entered as HTML and color is specified within the code. Configured characters and line spaces should be minimized to avoid creating a header that obstructs view of other objects on the page.

Optional

Editor

Alphanumeric and HTML

Available when the ‘Display Student Portal Header Text’ setting is enabled.

Display Parent Portal Header Text

When this field is selected, the text configured in "Parent Portal Header Text" will be displayed within the header on the parent portal.

Optional

Checkbox

Unselected by default

Parent Portal Header Text

Text entered here will display in the header on the Parent Portal, 

The text color of the configured header message will be the Secondary Color configured for the portal, unless text is entered as HTML and color is specified within the code. Configured characters and line spaces should be minimized to avoid creating a header that obstructs view of other objects on the page.

Optional

Editor

Alphanumeric and HTML

Available when the ‘Display Parent Portal Header Text’ setting is enabled.

Parent Signature Request Email

Provides a list of communications, from Communication Setup, that could be used to notify the Parent that their signature is requested on Student documents.

If multiple Institutions are configured in Regent Award each Institution will need to be configured. 

Optional

Drop-down

A list of communications from "Communication Setup" where the "Communication Recipient" field is set to a value of "Parent Spouse."

This communication is available for SSO and Non-SSO parents and spouse

Student Account Registration Email

Provides a list of communications, from Communication Setup, that could be used to notify the Student that their Account Registration is complete.

If multiple Institutions are configured in Regent Award each Institution will need to be configured. 

Optional

Drop-down

A list of communications from "Communication Setup" where the "Communication Recipient" field is set to a value of "Student."

This communication is only available to Non-SSO students 

Parent Account Registration Email

Provides a list of communications, from Communication Setup, that could be used to notify the Parent that their Account Registration is complete.

If multiple Institutions are configured in Regent Award each Institution will need to be configured.

Optional

Drop-down

A list of communications from "Communication Setup" where the "Communication Recipient" field is set to a value of "Parent Spouse."

This communication is available for SSO and Non-SSO parents and spouse

Student Password Reset Email

Provides a list of communications, from Communication Setup, that could be used to notify the Student that their Password as been Reset.

If multiple Institutions are configured in Regent Award each Institution will need to be configured. 

Optional

Drop-down

A list of communications from "Communication Setup" where the "Communication Recipient" field is set to a value of "Student."

This communication is only available to Non-SSO students 

Parent Password Reset Email

Provides a list of communications, from Communication Setup, that could be used to notify the Parent that their Password has been reset.

If multiple Institutions are configured in Regent Award each Institution will need to be configured. 

Optional

Drop-down

A list of communications from "Communication Setup" where the "Communication Recipient" field is set to a value of "Parent Spouse."

This communication is available for SSO and Non-SSO parents and spouse

Smart Form Submitted Email

Provides a list of communications, from Communication Setup, that could be used to notify the Student that a Smart Form has been submitted successfully.

If multiple Institutions are configured in Regent Award each Institution will need to be configured. 

Optional

Drop-down

A list of communications from "Communication Setup" where the "Communication Recipient" field is set to a value of "Student."

This communication is available for SSO and Non-SSO students.

Email Address Override

The email address(es) entered here (with a semi-colon after each address) will receive emails from Regent Award in QA environments only, for portal related communications that are configured in Regent Award. Account creation/registration emails will always be sent to the email address used when registering an account on Account Registration Step 1 regardless of whether the environment is QA or Production.

Account creation/registration emails are the account validation email that allows a user to proceed from Registration Step 2 to Step 3, and password reset emails.

If multiple Institutions are configured in Regent Award each Institution will need to be configured.

Optional

Text box

Alphanumeric and HTML

This setting is used for "Testing Purposes" only and should never be utilized in Production 

Enable Maintenance Page

When this checkbox is selected, the Maintenance Page will be displayed when a user attempts to access the Student Experience portal, either via SSO or non-SSO.

Optional

Checkbox

Unselected by default

Page used to display in the portal during upgrades or regularly scheduled maintenance

Maintenance Page Message

The text entered here will display as the message on the Maintenance Page, if enabled.  The editor allows the user to apply formatting to the text, and provide HTML to control the display. 

The best practice for using the editor is to type text directly into the editor and then format it using the tools provided.  Users may also type the text into Notepad and copy/paste the text into the editor. If text is copied and pasted from another editor, the correct formatting may not be applied. Reference the User Guide: Student Experience- Maintenance Page for additional details.

Optional

Text box

Default text: 

Our website is currently undergoing scheduled maintenance.  We apologize for the inconvenience.  Please try again later.

Display Account Creation Message

When this checkbox is selected, the Account Creation Message Text configured will display on the 'Registration Step 1 of 3: Account Creation' page, for the users selected in the ‘Display To’ field.

Optional

Checkbox

Unselected by default

Display To

Options selected here determine if the text entered in 'Account Creation Message Text' field will display on the 'Registration Step 1 of 3: Account Creation' page to the student, the parent, or both the student and parent.

Optional

Multi-select checkboxes

Options:

• Student

• Parent

Will only show if ‘Display Account Creation Message’ is selected.

Account Creation Message Text

The text entered here will display on the 'Registration Step 1 of 3: Account Creation' page, to the student, to the parent, or to both the student and parent, based on the ‘Display To’ option(s) selected.

Optional

Editor

Will only show if ‘Display Account Creation Message’ is selected.

Active Students Only

When "Yes" is selected, only active students will have access to the portal, inactive students will not. When "No" is selected, all students will have access to the portal regardless of their active status.

Required

Drop-down

• Yes (default)

• No

Login Method

This setting will determine the method used by students when logging into the portal.

Required

Drop-down

• Non-SSO (default)

• SSO

External ID 1

The School will have the option of selecting the External ID that will be used for SSO validation as well as provide the school's specific attribute name for the External ID being used.  Either External ID 1 or External ID 2 can be enabled, but not both. At least one of the two MUST be enabled.

Checkbox

Checkbox

Selected by Default

Reference the User Guide: Student Experience for additional information on Single Sign-On- SAML 2.0

External ID 1 Attribute Name

Optional

Textbox

Alphanumeric

50 character max

External ID 2

Optional

Checkbox

Unselected by Default

External ID 2 Attribute Name

Optional

Textbox

Alphanumeric

50 character max

Logout Redirect

The URL entered here will be used to redirect the student to a specific page upon exiting the portal.  

Optional

Textbox

Alphanumeric

250 character max

URLs provided for the links must be valid, meaning they begin with http:// or https://

First and Last Name

If selected, First and Last Name will be used to verify the student's account in Step 3 of the account registration process.

Required

Drop-down

• Yes (default)

• No

Display School Name

When "Yes" is selected, the student's Institution, Campus or Site (dependent upon the value chosen in the "School Name Display Value" field) will be used to verify the student's account in Step 3 of the account registration process.

Required

Drop-down

• Yes (default)

• No

School Name Display Value

The value chosen here will be on Step 3 of User Account Registration to validate the user's location.  The Institution, Campus or Site must be set to "Active" in order to be used for this validation. The system will use the "Display Name" field from Institution, Campus, or Site when determining the text to display.

Optional unless "Display School Name" = Yes

Drop-down

• Site (default)

• Campus

• Institution

When "Display School Name" is selected, this field is required.

External ID 1

The School will have the option of selecting the External ID used to verify the student's account in Step 3 of the account registration process.  Either External ID 1 or External ID 2 can be enabled, but not both. At least one of the two MUST be enabled.

Required

Drop-down

• Yes (default)

• No 

External ID 2

Required

Drop-down

• Yes 

• No (default)

Email Address

If selected, Email Address will be used to verify the student's account in Step 3 of the account registration process.  The email address is any email address for the student in the database (which may/may not be the same email address used to create the account).

Required

Drop-down

• Yes (default)

• No

Display Useful Links on Dashboard

When this checkbox is selected, the Useful Links feature will display on the Dashboard and Menu.  If a user attempts to access a component that is configured not to display by entering the URL directly, the user is directed to the Dashboard or the Sign In page if they are not logged in.

Optional

Checkbox

Selected by default

When this field is unselected, all other fields on the screen are disabled.

When this field is selected, at least one link must be configured in the Useful Links table.

Display Instructional Message

When this checkbox is selected, the Instructional Header and Message configured will display at the top of the Useful Links screen.

Optional

Checkbox

Unselected by default

Instructional Message Header Text

The text entered here will display as a customized Header on the Useful Links Instructional Text.

The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using:

^{{OfficeName}, {OfficePhone} or {OfficeEmail}}

As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated.

Optional unless "Display Instructional Message" is Selected

Text

Alphanumeric

When "Display Instructional Message" is selected, this field is required.

50 characters max

Instructional Message Text