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Summer ‘23: enable OAuth Username by going to Setup > OAth and OpenID Connect Settings > AllowAuth Username-Password Flows > toggle On

Note: Do this after doing the Pre-Config Steps and the Installation of the latest package.  

Cohort Member

  • Check Profile access (assigned record types) 

  • Employee Role

    • Create the field below and display it on the layout (repo capture only unmanaged package)

      • 1. Field Name: Employee Account

        • Data Type: Lookup (Account)

  • Sessions

    • Add the markRollMobile and markRoll components to the Session record page under the Mark Roll tab and put a filter based on the screenshot below. 

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Provide access to all the fields if it’s not displaying in the Org. Go to Profile > System Administrator > Object Settings > Contacts/Account 

Add these components based on the instructions below.

  1. Profile Component – (Person Account layout)

    1. Contact Field Sets to be manually setup:

      1. Setup > Object Manager > Contacts > Field Sets > Contact Profile Header

        1. Student ID

      2. Contact Profile Details

        1. Student Status 

        2. Phone

        3. Email

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