Quick Guide for CBOs and IECs

Slate.org provides free accounts for Community-Based Organizations (CBO) and Independent Education Consultants (IEC). This article shows you how to create an account and highlights the features available to each role.

Before you begin

1. Confirm whether you are registering as a CBO or an IEC.

2. If you are part of a CBO, confirm whether your organization already has an account and a CEEB code.

Creating a CBO account

To register for Slate.org:

1. Go to Slate.org.

2. Select Login / Create Account.

3. Fill out the form to create your free account.

4. Select Community Organization.

   

5. Enter the name of your organization or your CEEB code, if applicable.

6. If creating a new CBO account, provide a link to an online directory or page where your role, email address, and organization can be verified.

Account verification can be handled by any colleague at your institution who has an active Slate.org account. If no other active accounts exist, the verification process will be handled by Technolutions.

Creating an IEC account

1. Go to Slate.org.

2. Select Login / Create Account.

3. Fill out the form to create your free account.

4. Select I am an Independent Counselor.

   

IECs do not need to provide a CEEB code.

Home

After signing in, users land on the Slate.org home page. The home page includes access to notifications and recent activity.  Both CBOs and IECs can:

• View, accept, or decline student invitations via the counselor invitation feed

• View recent activities and updates

Profile

All users can update their personal profile information.

CBO-Only Profile Options

CBO users will see additional sections where they can:

• Edit organization details

• Add or manage other staff members

• Update institutional contact information

IECs will not see Institution Profile options.

Students

Both CBOs and IECs can:

• Invite students to join Slate.org and grant you read-only access to application data and decisions

• View application statuses, checklists items, and decisions

Invite students

To invite students:

1. Select Students from the main navigation.

2. Select Invite Students and enter the student’s information in the Invite Student popup.

3. Select Invite. Students receive an email prompting them to confirm the connection. They must accept this invitation in order for you to view their applications.

4. A list of students who allow access to application information appears. If their status is inactive, you will not be able to view their information.

   

Student List

After students accept the invitation:

The student appears in the counselor’s student list. CBOs will see the student’s name and school. IECs will just see the student’s name.

Counselors may then see the number of shared applications on file and their graduation year. For information on how to create student lists, see here.

Select a student to see more. Here you can view a students DOB, email, graduation date, and a list of all their current and active applications.

Select an application to view the student’s application status, decision (if applicable), and checklist. The checklist would show you if there were any missing materials.

📝  IECs and CBOs have read-only access and cannot upload materials.

Help

Select Help to:

• Access documentation and training videos

• Provide feedback and ideas for new Slate.org features

💡 Direct questions to info@slate.org.