Advisor Management - How to create Advisor team

FocalPointK12 Support Agent
FocalPointK12 Support Agent
  • Updated
  • Log in to the SIS Admission Admin portal.

  • In the left menu, click Advisor Assessment under Advisor Admin.

  • Click Advisor Team, choose an Institution, and then click GO.
  • Click on Create.
  • A pop-up will appear. Enter the name and description, then click Save.

  • The advisor team name will appear here click the down arrow next to the advisor name.

  • Select the Advisor tab and click Assign Advisor.
     

  • Select the advisor by clicking the hand icon.


  • A pop-up will appear confirming that the advisor has been assigned to the team in the Advisor Team tab.

  • Go to the Institutions tab and click on Add and then select the institution from the dropdown and click on add.

 

 

 

 

 

 

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