---
title: "Approving User Accounts"
slug: "approving-user-accounts"
description: "Optimize user account approval processes with Slate.org's intuitive platform. Streamline workflows, automate notifications, and ensure seamless collaboration for efficient account management. Discover the benefits today!"
updated: 2026-02-20T21:17:40Z
published: 2026-02-20T21:17:40Z
canonical: "knowledge.technolutions.net/approving-user-accounts"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Approving Slate.org User Accounts

This article covers the process for **approving**, **denying, adding,** and **managing user accounts** in Slate.org.

Technolutions verifies the first Slate.org user account for your institution. Once an *Active Administrative* user is established, they are responsible for approving or inactivating subsequent users. Slate.org users verify a counselor’s name, role, email, and affiliation with their institution.

> [!NOTE]
> **🔑 Required permission:** Account Administrator

## Approving Users

To approve user accounts:

1. Click the **Profile tab** in the Slate.org navigation menu.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image(959).png?sv=2026-02-06&spr=https&st=2026-10-30T03%3A33%3A31Z&se=2026-10-30T04%3A33%3A31Z&sr=c&sp=r&sig=2z0tTUgEXEzxGg3%2FmjrOIhfF2cRBjkBQQepJ5UBfwWk%3D)
2. From the **Manage Connected Staff** list, select a user with the status **In Review.** A popup appears.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image(960).png?sv=2026-02-06&spr=https&st=2026-10-30T03%3A33%3A31Z&se=2026-10-30T04%3A33%3A31Z&sr=c&sp=r&sig=2z0tTUgEXEzxGg3%2FmjrOIhfF2cRBjkBQQepJ5UBfwWk%3D)

1. Review the information in the popup. To approve the user, assign appropriate **Access & Permissions:**
  - **Account Administrator** lets the user update, approve, and add new users.
  - **Manage Applications** lets the user access applicant information and decision data.
  - **Download Student Data** lets the user filter results and download student lists to an Excel file.
2. When the permissions are set, click **Approve Access**. Click **Cancel** to do nothing and leave the user's status as *awaiting approval*.

## Denying Users

To deny user accounts:

1. Following the previous procedure, select a user with the status **In Review.** A popup appears.
2. Click **Decline Access**. The user account is deactivated and their access to your institution's Slate.org account is denied.

## Adding Users

To add a user account:

1. Click the **Profile** tab in the Slate.org navigation menu.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image(961).png?sv=2026-02-06&spr=https&st=2026-10-30T03%3A33%3A31Z&se=2026-10-30T04%3A33%3A31Z&sr=c&sp=r&sig=2z0tTUgEXEzxGg3%2FmjrOIhfF2cRBjkBQQepJ5UBfwWk%3D)
2. Click **Add a Connected Staff member**

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image(962).png?sv=2026-02-06&spr=https&st=2026-10-30T03%3A33%3A31Z&se=2026-10-30T04%3A33%3A31Z&sr=c&sp=r&sig=2z0tTUgEXEzxGg3%2FmjrOIhfF2cRBjkBQQepJ5UBfwWk%3D)
3. Add the user name and contact information.
4. Click **Save.** An account confirmation email with a temporary personal identification number (PIN) is sent to the new user.

> [!TIP]
> ⭐Best practice
> 
> - **Email:** Submit the person's professional email address rather than a personal address.
> - **Title:** Include the user's title or position (for example, Director of College Counseling).

## Managing Users

1. If any users are pending approval, click their name and either approve or decline their access.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image(963).png?sv=2026-02-06&spr=https&st=2026-10-30T03%3A33%3A31Z&se=2026-10-30T04%3A33%3A31Z&sr=c&sp=r&sig=2z0tTUgEXEzxGg3%2FmjrOIhfF2cRBjkBQQepJ5UBfwWk%3D)

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image(964).png?sv=2026-02-06&spr=https&st=2026-10-30T03%3A33%3A31Z&se=2026-10-30T04%3A33%3A31Z&sr=c&sp=r&sig=2z0tTUgEXEzxGg3%2FmjrOIhfF2cRBjkBQQepJ5UBfwWk%3D)