---
title: Setting Up a FACTS Account for ROI Reporting with Tassel
description: To enable accurate ROI tracking on your admissions and enrollment marketing campaigns, Tassel requires secure access to your FACTS SIS account. This guide outlines the steps for creating and configuring a user with the necessary permissions. You may want to…
url: "https://support.tasselmarketing.com/docs/setting-up-a-facts-account-for-roi-reporting-with-tassel/"
updated: "2026-08-12"
category: SIS / CRM / FACTS School Information System
---

# Setting Up a FACTS Account for ROI Reporting with Tassel

To enable accurate ROI tracking on your admissions and enrollment marketing campaigns, Tassel requires secure access to your FACTS SIS account. This guide outlines the steps for creating and configuring a user with the necessary permissions.

You may want to consider an alternative method if you would like to manage the delivery of the ROI files directly to Tassel: [Providing FACTS Data Files for ROI Reporting](https://support.tasselmarketing.com/docs/providing-facts-data-files-for-roi-reporting/).

## Step 1: Create a New User in FACTS

You’ll need to invite Tassel with the following email address:

- **Email:** `tech@tasselmarketing.com`

To manage users and logins in FACTS, refer to this guide from FACTS: [Manage Logins with MFA](https://www.nbshubhelp.com/FACTS_SIS/Security/Manage_Logins_with_MFA)

## Step 2: Assign Admissions Permissions

The user will need access to specific Admissions-related screens to export files for marketing ROI analysis. These permissions should be added under the Admissions security group.

Please refer to the table below for the recommended permission set for the Admissions category:

![](https://support.tasselmarketing.com/wp-content/uploads/2025/06/admissions-permissions.png)

Or view the official FACTS documentation here: [Recommended Admissions Permissions](https://www.nbshubhelp.com/FACTS_SIS/Security/Admissions_Group_Recommended_Permissions)

### Key Permissions

- Inquiry, Application, and Enrollment Queue Management screen
- Inquiry, Application, and Enrollment Record screen
- **Report Manager** - This is not in the list above, but it is necessary to include.

## Step 3: Share Account Details with Tassel

Once the user is created and permissions are configured, please send the following information to your Tassel education marketing manager or to [helpdesk@tasselmarketing.com](mailto:helpdesk@tasselmarketing.com):

- Confirmation of account invitation
- FACTS District Code

## Need Help?

If you're unsure how to create the user or assign permissions, FACTS support is available to help. You can contact them directly to request assistance in:

- Setting up the `tech@tasselmarketing.com` user
- Applying the Admissions permissions outlined above