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Network: Connect Contacts with Internal Users
Network: Connect Contacts with Internal Users
Michael Stephenson avatar
Written by Michael Stephenson
Updated over a week ago

Overview

Element451’s Network feature streamlines student support by connecting students to their personalized Network—a group of internal users like staff and faculty who play important roles in their academic journey. Each Connection within the Network is defined by a Role, detailing the internal user’s specific support for the student.

Seamlessly integrated with StudentHub, the Network places each student’s support team at their fingertips. This lets students easily find key contacts for academics, housing, financial aid, and more—keeping them informed and connected.


Accessing + Viewing a Network

Students via StudentHub

Once assigned, students can easily view their assigned Network in StudentHub under the Resources section. This gives them instant access to their supporting staff's names and contact information.

Internal Users via Person Profile

You and your team members can access a student’s connections through their Contact Profile. The Network profile card displays all assigned roles and connections.


Roles

The Network Role is a specific title or function assigned to internal users, indicating how they are connected to or support a student (e.g., Academic Coach, Program Advisor).

Before assigning connections, you must establish roles. You can add as many roles as you need, aligning with your institution's structure.

How to Create a Role

  1. Navigate to the Contacts > Categories > Network Roles.

  2. In the top right corner, click the + Add Network Role button in the top right corner.

  3. Add a name for your new network role and click Save.

How to Edit + Delete a Role

  • Edit: To edit a network role name, simply click on the name within the list to activate the text box, allowing you to make changes directly.

  • Delete: To delete a network role, click the more icon (three vertical dots) and select delete.


Connections

The relationship that links a student to an internal user, defined by a designated role within the Network, is called a Connection.

You can create network connections between students and internal users manually or automatically using the Workflows + Rules module.

How to Create a Connection - Manually

To manually create a connection:

  1. Open the student's Contact Profile.

  2. Locate and open the Network profile card.

  3. Click the + Add Network button.

  4. Select the appropriate Internal User and the Role they will serve for that student, followed by Save.

Adding Connections - via Workflows + Rules

Please note that you should have a working knowledge of creating workflows and rules before automating network connection creation.

Step 1: Create the Workflow or Rule

If you're unfamiliar with this process, please refer to our help article, Getting Started with Workflows + Rules, for assistance.

Step 2: Add Step with "Add Network Connection" Action

Add the action type, Add Network Connection, within your new workflow or rule. This action automates the creation of the connection.

Step 3: Configure Task Details

Once the action has been added, you will be prompted to configure the user and role of the connection:

Step 4: Activate Your Workflow or Rule

Once you’ve configured all the necessary steps, actions, and triggers, your workflow or rule will handle the process for you. As students meet the criteria to enter the workflow or rule, they’ll automatically be assigned a network connection based on the settings established in Step 3. Sit back and let automation do the work!

Editing + Deleting

  1. Open the student's Contact Profile.

  2. Locate and open the Network profile card.

  3. Click the more icon (three vertical dots).

  4. Select Delete.


Workflow/Rule Example

Below is an example of a rule that automates the connection creation process. In this example:

  • The Joined Segment trigger determines which students are processed by the rule when they join the calculated segment (nursing students with last names A-L).

  • The Add Network Connection action is then executed, creating a connection for the student and assigning the designated internal user to the Academic Advisor role.

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