Adding an Inbox Unit and Connecting a Contact in SP Classic

A Unit in Events is not a section of your institution, but an inbox. During onboarding with Cayuse, Event units are generally bulk-loaded into Cayuse SP. If units need to be added after onboarding, a system administrator can add them individually.

To correctly configure an event inbox unit, you will need to:

1. Create the inbox unit.
2. Add the contact to give them Event permissions.
3. Return to the inbox unit and add the contact as the primary contact.

Adding a Unit

1. Within the menu, click on Events, and then click on Admin.
   
   
   
2. In the new window, click on Add Unit beneath Add/Edit Unit Information.
   
   
   
3. When you are finished filling out the fields, click Add Unit.

Admin Unit Fields

1. Parent Unit: This is the unit that the unit you are creating is beneath. It is best to relay your organization's actual hierarchy when creating and nesting your units. For example, in a typical university, campuses would be beneath the Top Level, colleges would be beneath the campuses, and departments would be beneath the colleges. Individuals would be beneath the department level. If your department is the only one in your institution using Cayuse SP, the department can be your base level.
2. Unit Code: The Unit Code in Workflow does not have any relationship with Backbone's departments, however, each inbox Unit Code must be unique to the units in Backbone. For example Molecular Biology department inbox Unit Code in Workflow needs to be different than the Molecular Biology department in Backbone.
3. Unit Name: This is generally the name of the campus, college, department, or individual.
4. Primary Contact: Leave this as Vacant for now.
5. Unit Description: This will auto-populate upon adding the unit.

Attaching a Contact to the Inbox Unit

1. Back on the Events Admin screen, click Grant Access beneath Manage Access Add Access.
   
   
   
2. In the Last Name field, search for the individual you wish to add as a contact to the Unit Inbox you just created.
   
   
   
3. Click Grant Access.
4. Beneath Add and remove access to inboxes, click into the field to select the unit you created for your contact.
   
   
   
5. Click Select next to the unit you wish to connect. .
6. Click Grant Access.
   

You will now see the inbox listed beneath Current Access Permissions. Click Back to Admin to set up the primary contact.

Setting the Individual as the Inbox Unit's Primary Contact

1. Beneath Manage Units, click into the field to select a unit, and then click View.
   
   
2. Click into the box next to Primary Contact.
   
   
   
3. Search for and click on the name of the contact you wish to add as a primary contact.
   
   
   
4. Click Edit Unit. 
   
   
   
   

The primary contact has now been assigned to the inbox.