Here are some quick instructions on how to add the Associate/Advisor role!
- Go to People > Associates/Advisors, then click New.
- Start by selecting the person you want to set up this role for. Add the Term and Program and Title, then edit the additional fields based on your needs for this Associates/Advisors. Click Save and Back when you are done, or Save and Continue to add more Associates/Advisors.
- Now, you should make sure that the Associate/Advisor tab is made "Active" for the portal. While setting up this tab you will want to make sure to only make the appropriate tabs active. You may also change the titles for the related tabs (highlighted below) if you want to update to titles that work better for your school. You can adjust these titles by clicking on any of these related tabs and updating the titles. Don't forget to click Save!
- TIP: Remember you can impersonate an Associate/Advisor if you want to double check what they will be able to see in the portal. This is highly recommended when you are setting up this role for the first time. See here for more information on impersonating: Impersonating a User