Advisors Management
If you are serving the advising team as a Director (a user role in Advising), you will see the Advisors link on the Advise panel. (If you don’t see it, contact your admin to adjust your permissions.)
From this page, you can manage your team of advisors:
- Search for an advisor
- View an advisor profile
- Assign students
- Download the advisor data
- Message one or more advisors
Access Advising Management
Manage your advisors by opening Advise > Advisors or choosing Advisors from the left-side menu. From this page, you can see all of the downloadable advisor data, which you can filter down and expand with more columns:
| Default Columns | Quick Filters | Additional Columns |
| Name Status Student Success Unit (only if you see all SSUs) Advisor Type Number of Advisees Available Appointments Scheduled Appointments | Status Advisor Type Search Dates (for appointments within a timeframe) | Status Student Success Unit Advisor Type Number of Advisees Available Appointments Schedule Appointments Last Appointment Next Appointment |
Search for an Advisor
Type part or all of the name of an advisor in the search bar to find them in the advisors table.
Use the Filters at left to narrow by Status (Active or Inactive) or Type (specific to your institution).
Assign Students
By default, the advisor’s page opens to their Assigned Students. Here you can view all assigned students, download the table, or message an individual or group of students.
View an Advisor Profile
On the page for the advisor, select the second tab, Profile. This is where you can view Information, Office, and Contact information.
Note: You are not allowed to correct profile information for advisors, but you can download the information.
Message Advisors
To contact one or more advisors, select them out on the main Advisors page and click the mail button, at the top right of the table.
Best practice: When emailing a group or a team, use the Personalize option to address them by their Preferred Name. This is true when addressing students as well as staff.
