Individuals added to the School Portal will have access to student PII and be able to verify that a loan should be funded; with that in mind, this account set up confirms that the individuals who are given access are those individuals authorized to take these actions by your School.
Climb asks that access be granted to individuals via an individual email account, rather than an email address with group access. This ensures that both Climb and your School can verify which employees verified a loan in the Portal.
As a friendly reminder, please ensure that the Climb School Portal is included in your employee offboarding procedures, and that prompt notice is provided to Climb once an individual’s access should be revoked.
Instructions:
New School Portal users must be added via a Typeform form that is embedded into the School Portal help button found in the top right of the page. This form can only be accessed by an existing user after they have logged in to their Portal account.
Clicking on Request access brings the user to the Typeform. NOTE: trying to copy and paste the link will lead to an authentication error.
Once the existing user has added the new user, our team will add the latter to the Portal with their email address and confirm their access within one business day! If you need any additional assistance, please reach out to your Partner Success contact or email PartnerSuccess@climbcredit.com.