--- title: "Counselor Hub Portal" slug: "counselor-hub-portal" status: "new" updated: 2026-07-21T20:49:34Z published: 2026-07-21T20:49:34Z canonical: "knowledge.technolutions.net/counselor-hub-portal" stale: true --- > ## 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. # Counselor Hub Portal This example portal is a staff-facing hub for admission counselors. The portal centralizes common counselor tasks, reports, and links in one place, and it can be embedded in a report on the Slate homepage. The example uses portal tabs to organize daily action items, inquiry and application activity, events, recruitment data, directory information, and help resources. #### Try a Slate example 💼 Copy this [Suitcase](https://knowledge.technolutions.net/docs/en/suitcase) ID and paste it in **Database → Suitcase Import** to import the example portal: ```SuitcaseID fc833657-f8ed-45b4-8ef7-8d171863809d:slate-jgrimmer-test ``` > [!WARNING] > 📝 Note > > The example was built with standard fields and prompts where possible, but you should still review imported queries, links, staff assignment logic, and labels before using it in production. > [!TIP] > ⭐ Get Inspired > > This article was adapted from [a post by Technolutions staff](https://community.technolutions.net/get-inspired/post/counselor-hub-portal-sGfWMJeANboMLqc) in the Slate Community Forums' Get Inspired space. Have a great idea for a Get Inspired post? [Let us know](https://community.technolutions.net/get-inspired/new?post_type=gnHx7As1gZ8r6Ld)! ## Home tab The Home tab gives staff a quick view of action items and department activity. It includes outstanding tasks, unresolved Inbox messages, Reader queue counts, announcements, upcoming mailings, an application funnel, and students visiting campus today. ![Counselor hub Home tab with action items, announcements, upcoming mailings, and application funnel data](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/01-MezHT3OY3c2m9GUta7d6U(1).webp) ## Inquiries tab The Inquiries tab helps counselors monitor prospective student activity. It includes inquiry counts by term for the logged-in user's staff assignment, a list of inquiries submitted yesterday, and a link to open a new record creation form in a pop-up window. Selecting a row in the inquiry table opens the student's record in Slate. ![Counselor hub Inquiries tab with inquiry counts, recent inquiries, and new record form link](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/02-wuqwbNVVFIas6DcHaZjkl(1).webp) ## Applications tab The Applications tab displays a funnel report for the logged-in user's assigned applications. It also includes subtabs for applications submitted, admitted, and deposited yesterday. Rows on the submitted yesterday subtab open a pop-up with outstanding checklist items and a link to the application record. Rows on the admitted and deposited subtabs open the student's application record in Slate. ![Counselor hub Applications tab with assigned application funnel and recent application subtabs](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/03-Yc5hOGtpK6T8n3W6WXJe6(1).webp) ![Application detail pop-up showing outstanding checklist items and application record link](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/04-eigCIEfsr7dUP25B64saR(1).webp) ## Events tab The Events tab shows department-wide admission events, the user's upcoming events, and scheduler appointments. The event links open the relevant records or pages in Slate. ![Counselor hub Events tab with admission events and counselor appointments](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/05-6uhQ7iJtkF6PdaddBY1Ah(1).webp) ## Recruitment tab The Recruitment tab summarizes outreach activity for the logged-in user. It includes counts for high school visits and college fairs, attendee counts, a heat map of assigned inquiries and applicants, and accordion sections for upcoming event locations and top feeder schools by application volume. ![Counselor hub Recruitment tab with travel counts, attendee counts, heat map, and feeder school lists](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/06-0V6vNzSWXL7rj2QlT4GvM(1).webp) ## Directory tab The Directory tab displays users from your Slate database in a searchable table. Email address links use `mailto:` links so staff can start an email from their default email client. ![Counselor hub Directory tab with searchable staff table and email links](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/07-UEIBTDINqZamcYYw6zeyO(1).webp) ## Help tab The Help tab gives staff quick access to Slate-related resources. You can customize this tab with internal documentation, training videos, office-specific process notes, or other resources that help current users and new hires. ![Counselor hub Help tab with links to Slate resources and internal support materials](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/08-iY9gCo4snPjUbL62quQO1(1).webp) ## Review before launch - Review each portal query and confirm that filters return the right records for the logged-in user. - Confirm that links to Inbox, Reader, forms, application records, events, and help resources point to the right locations. - Update labels, announcements, resource links, and office-specific terminology. - Test the portal while impersonating users with different staff assignments and permission levels. 📖 [Portals Overview](https://knowledge.technolutions.net/docs/en/portals-overview)