Individual Assign or Re-assign Counselor(s) to Students

There may be times when you want to assign a specific student to a specific counselor or change a counselor assignment. There are two ways to do this.  The first is to go directly to the students' profile screen, (or if you are already there!) next to the student's name at the top, click the "Edit" icon in the student information tile.

 

 

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Then type in the name of the counselor you want to assign to that student in the 'Assigned Counselor' field, and click "Save."

 

 

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The second way is to navigate to the student roster page.

 

Select the student tile by clicking in the white space. You may select any students on one page at a time.

 

From the Actions drop down, choose Assign Counselor.

 

 

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Type the name of the counselor in the box.  Then click 'Save Changes'

 

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The counselor is now re-assigned!

 

 

 

How did we do?

Bulk Assign or Re-Assign of Counselor(s) to Students

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