Affiliate Database Adminstrator Tutorials

Affiliate Database Administrators play an important role in keeping program information accurate, organized, and up to date in all aspects of the affiliate database. These tutorials provide step-by-step guidance for managing key admin functions, including student and mentor records, background checks, consent forms, teams, affiliate profiles, and compliance documents. Use the resources below to learn the system, refresh your knowledge, and support effective database management throughout the program year.

Every affiliate should have a trained Database Administrator. Affiliates are encouraged to designate more than one administrator when possible to provide backup support and ensure continuity when leadership changes. Database Administrators should complete the overview training and use the topic-specific tutorials below as ongoing resources.

Getting Started as a Database Admin

Database Admin Overview

Affiliates are required to have at least one database administrator. Ideally there would be more than one to have redundancy and for succession planning. Adminstrators are responsible for the list of items listed below. For more in depth information on these topics please visit topic specific tutorials on this page.

0:00 Introduction – New Database Administrators
0:27 Logging Into Your Admin Profile
1:33 Switching to Sub-admin Full Permissions
2:25 Student Search and Management
3:43 Mentor Search and Background Checks
5:19 Managing Tags Feature
6:03 Affiliate Profile and Compliance Documents
6:47 Affiliate Description Setup
7:34 Sub Region Feature
8:08 Database Guide location
8:48 Managing Compliance Documents
9:40 Creating and Managing Teams (Team Leader)
11:03 Scholarship Management System
11:32 Managing User Roles and Permissions
12:24 Conclusion and Next Steps

Signing in as SubAdmin

Have you been assigned as a database administrator for your affiliate? Learn how to sign into your volunteer profile and switch to your sub-admin account to manage your affiliate.

0:00 Introduction – Finding the Database Login
0:28 Prerequisites for Sub Admin Access
0:40 Logging Into Your Account
0:58 Password Recovery Options
1:05 Initial Login Screen
1:10 Switching to Sub Admin Profile
1:40 Accessing Sub Admin Permissions

Managing Database User Access

Managing additional user access in the aatabase. You must have sub admin level access in order to perform user access in this tutorial.

00:00 – Introduction to User Management
00:42 – Viewing the Manage Users Module
01:45 – Background Check Requirements for Admins
03:46 – Removing Inactive or Expired Admins
04:43 – Understanding User Status Types
05:05 – Reactivating Users with Background Checks
06:12 – Temporary vs Permanent Deletion
06:58 – Understanding Different Admin Roles
07:53 – Accessing the Admin Role Permissions Matrix
09:39 – Creating Custom Admin Roles
10:08 – Adding a New Sub-Admin User
11:13 – Background Check Process for New Admins

Managing Participant Registration

Creating Teams

Affiliate Database SubAdmins can create teams and add team members from the general affiliate database. Learn how to create a team, add students and volunteers, assign team leaders, and see the team leader management view.

0:00 Introduction – Creating a New Team
0:50 Adding Students to Your Team
2:09 Adding Mentors to Your Team
2:46 Assigning Team Leaders
3:39 Viewing Teams from Admin Perspective
4:02 Team Leader Dashboard View

Ordering Background Checks

Tutorial on managing background checks for your affiliate. Learn how to invite your mentors to undergo the background check process. Understand background check steps, statuses, bulk inviting, and troubleshooting common issues.

00:00 Introduction – Managing Volunteer Background Checks
00:21 Understanding Background Check Status Categories
01:01 Sending Renewal Invites for Expired Checks
01:11 How to Send Individual Background Check Invites
01:52 Using Bulk Background Check Invites
03:05 Troubleshooting Email Delivery Issues
03:32 Sharing Direct Registration URL Links

Managing Program Year

Searching Students

Understand the basics of the powerful search features in the student sections. Learn useful tips and tricks for performing various queries across program years. Manage search results and exports.

00:00 Introduction – Database Search Overview
00:06 Understanding Search Criteria and Categories
00:36 Using the Program Tab and Check Marks
00:58 Searching Current vs Past Program Years
01:34 Running Your Search and Viewing Results
01:52 Customizing Column Headings
02:12 Exporting Data to CSV Files
02:36 Selecting Specific Fields for Export

Searching Mentors

Understand the basics of the searching mentor/volunteers in the database. Learn useful tips and tricks for performing various queries. Manage search results and exports of program data.

0:00 Introduction – Mentor Volunteer Search Overview
0:36 Understanding Search Tabs and Criteria
0:59 Selecting Program Years
1:24 Running a Search
1:48 Viewing and Customizing Search Results
2:11 Exporting Mentor Lists to CSV

Marking Participant Statuses

Program Status is the indication of each individual’s level of participation in the program year.  It is crucial that we are marking are participant’s status correctly. This video covers the basics of managing program status for ACE participants. Learn about status definition, how to set status for individuals and in bulk, timing of marking status, tip & tricks, etc.

0:00 Introduction – Understanding Program Status
0:40 Running a Current Program Year Search
1:04 Program Status Options Explained
1:56 Updating Status Individually vs Bulk Actions
2:25 When to Update Program Statuses
3:05 Why Active Status Matters for Students
3:23 Program Status for Mentors

Scholarship Application Creation

For Scholarship Creators and Admins. This tutorial is a deep dive into creating and managing student & alumni scholarships within the ACE database. Topics include:  eligibility terms, publish & close dates, public vs. private scholarships, default vs. custom questions, required vs. non-required questions, scholarship terms, field types, applicant preview feature, essay questions, files uploads, custom upload file label, saving work and publishing, editing published scholarship, draft vs. publish mode, student eligibility & view of scholarship application from profile.

0:00 Introduction – Scholarship Overview and Benefits
1:27 Creating a New Scholarship
2:39 Setting Publish and Close Dates
4:11 Public vs Private Scholarship Options
5:10 Scholarship Creation Tabs and Default Fields
6:54 Adding Custom Form Fields
8:06 Previewing the Student View
9:25 Education Tab
9:43 Essay Questions and Text Formats
11:04 Using Custom Essay Questions
12:09 Recommendation Letters Section
14:00 Considerations for Requiring Recommendations
15:19 Transcript and Custom Upload Options
16:41 Save Draft vs Publish
18:25 Active Status Requirement for Students

Alumni Tracking

Understanding Alumni Registration

Former ACE students have the opportunity to “register” as alumni from their ACE Student profile to update us on any education or career advancement within the AEC Industry. Learn how the alumni registration works to support your alums in updating ACE with this valuable information. Understand eligibility criteria and see what the registration form looks like.

0:00 Introduction – Alumni Registration Importance
0:36 How Alumni Registration Works
1:06 Eligibility Requirements
1:37 Accessing Alumni Registration
2:01 Updating Profile Information
2:10 Adding Education and Trade Program Experience
2:23 AEC Industry Employment Question
2:48 Completing Employment and Certification Details

Affiliate Level Alumni Registration

Explains how Affiliate Database Admin can search existing and manually create alumni records

00:00 Introduction to Alumni Registration System
01:07 Searching for Alumni Records
02:20 Understanding Search Options and Filters
03:56 Alumni Registration Search Categories
05:28 Editing Existing Alumni Records
07:47 Updating Employment Information
09:05 Creating New Alumni Records
10:09 Registering Alumni on Their Behalf
12:25 Required vs Optional Fields
13:40 Eligibility Requirements for Alumni Registration
14:52 Wrap-Up and Additional Resources

Links to other relevant tutorials:
• Signing in as Subadmin  

• Understanding Alumni Registration  

• Alumni Registration_Retroactive  

• Alumni Registration_Recent Student  

Alumni Registration_Retroactive

Explains how a Former ACE student can log in to their ACE profile to create an Alumni record

0:00 Introduction – Accessing Your Alumni Profile
0:23
Two Ways to Log In
0:37 Account Access Issues for Alumni
1:10 Lost Email Account Recovery Option
1:31 Admin Verification and Account Update Process

Need guidance?

Reach out to your Regional Director or the ACE National Team for support on policies, compliance, or risk management.