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CollegeSource Support

Advisees Tab

The Advisees tab is where you may assign advisees to an Advisor user. The list of current Advisees is displayed on the left side, with capabilities to Search, Add, and Remove to the right.

The Advisees tab is shown on the User Management page:

Advisees

Current Advisees assigned to the selected User are displayed alphabetically in the Advisees list.

Search Advisees

To search for an Advisee, type the Last Name, Username, and/or SIS ID into search fields and click the Search button.

Any matching records will populate the search results table below.

Add Advisees

To add a new Advisee, click the name of the Advisee in the Records Found list to select it (OR key in exact Username OR the SIS ID in the fields below it). Then, click the << Add button.

Remove Advisees

To remove a currently assigned Advisee, click the Advisee name in the list to select it and click the Remove button.

 


 

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