Before proceeding, please make sure that you are an Admin on Cialfo. Only Counselor Admins can assign other counselors to the appropriate students.

Step 1 - Choose an unassigned student

To choose an unassigned student, click Students on the left menu then click on the Unassigned tab. Choose the student whom you wish to assign a counselor to. Then, tick the box next to the students name, select 'Assign Counselor' via Bulk Actions.


Step 2 - Assign a Counselor

Once you have clicked on 'Assign Counselor' a box will appear with all the Team Members in your organisation. Select a Counselor to assign to the student by checking the tick box next to the relevant Counselor's name. You may assign multiple Counselors to a student by selecting more Counselor names. Once you have made your changes, remember to click on 'Save'.

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