Jenzabar Campus Portal Features Help Hub

Set Up Initiate Contact

J1 Desktop Setup

No configuration setup is required in J1 Desktop to support the Initiate Contact feature.

Configuration settings in Campus Portal can be done by roles with permission to access and administer global and portlet settings.


If you are an administrator and need help setting up and configuring this feature, see the detailed setup sections below.

  1. Log in to the Campus Portal as an administrator and navigate to the appropriate feature page.

  2. From the Admin Toolbar Admin Toolbar Icon, click Access. The Access page appears. Campus Portal roles that have access to that page are indicated by a green visible Visible Icon symbol while roles that do not have access are indicated by the red hidden Hidden Icon symbol.

  3. Click on the Campus Portal role you are setting up permissions for. If the role has not already been granted access to the page, click the button to toggle it to Visible Visible Toggle Icon.  Additional permissions appear.

  4. To grant administrative privileges to a Campus Portal role, click the button for the Allow this role to manage this page permission to move the toggle to "Yes".  Administrative permissions will allow the users in the role to add or remove features and set page and feature level permissions.

  5. From the in New Account Messaging use the toggle buttons to set permissions.

    • To give this user role access to a global operation on the page, click on the  No button next to the global operation. The button toggles to Yes to indicate that the role now has that permission.

    • To remove this user role's access to a global operation on the page, click on the Yes button next to the global operation. The button toggles to No to indicate that the role no longer has that permission. Repeat for each permission option attached to the role.

  6. Changes are saved automatically.

You can configure the text that displays at the top of the Request a Contact and Schedule a Visit pages. This text can contain any instructions and information useful in submitting this request.These settings apply only to the current instance of the portlet.

  1. Log in as the Campus Portal administrator.

  2. From the Initiate Contact feature, click the Setup option. The Configure Initiate Contact Text page appears.


    The first time you enter the Setup for the Initiate Contact portlet after it has been placed on a Campus Portal page, the following note (in red text) is displayed: “Currently there is no text for Request a Contact/Schedule a Visit. Please update the current default text and save.” This message indicates that the text that is shown in the Request a Contact Text and Schedule a Visit text boxes is only being displayed by default since no text currently exists for this portlet instance. Therefore, any text you wish to be displayed to the user must be saved for this particular portlet instance before it will be visible to users.

  3. In the Request a Contact Text and Schedule a Visit text boxes, choose one of the following options:

    • Retain the default text.

    • Edit the default text.

    • Enter customized text for your institution.You may enter a maximum of 3000 characters for each message.

  4. Click Save.