Managing advisors
Statuses, pausing, contact changes, sign-in help, and the team.
5 articles
- Changing an advisor's statusEvery status change is a button on the advisor's page, and the console tells you what it will do first.
- Pausing or removing an advisorHide an advisor temporarily with Pause. Avoid deleting.
- Updating an advisor's detailsChanging an advisor's email, phone, booking link, or profile.
- Helping an advisor sign inAdvisors sign in with an emailed link at app.collegepricecheck.com. Here's how to unstick them.
- Managing the teamAdd teammates to the console, hand off advisors, and remove access when someone leaves.