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Assignment of counselors to students

How to assign a counselor to a student? How to unassign a counselor from a student? Where's the list of students w/o a counselor assigned?

Riya Goyal avatar
Written by Riya Goyal
Updated over a week ago

All of the following actions below may only be carried out by those with Admin access under the Students list page.

List of Unassigned students

Under the Students List page, click on the Unassigned tab as seen below.

How to assign a counselor to a student?

If you are assigning multiple students to a single counselor, you may use Bulk Actions.

Select all of the students that will be under Counselor A > click on Bulk Actions, select Assign Counselor and then click on Apply.

How to un-assign a counselor from a student?

Similar to assigning a counselor, you will be using the Bulk Actions to unassign counselors from students. Simply select the Unassign Counselor option.

If you need to re-assign counselor again, you can repeat the steps above on assigning counselor.

Using Filters on the Students list

Counselors can also filter out the needed students by choosing the different types of filters available such as students from graduation year 2024 and Unassign and Assign counselors.

If you have any further questions about this, feel free to reach out to Chat with Cialfo and someone will be in touch with you shortly.

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