Managing advisors

Statuses, pausing, contact changes, sign-in help, and the team.

5 articles
  1. 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.
  2. Pausing or removing an advisorHide an advisor temporarily with Pause. Avoid deleting.
  3. Updating an advisor's detailsChanging an advisor's email, phone, booking link, or profile.
  4. Helping an advisor sign inAdvisors sign in with an emailed link at app.collegepricecheck.com. Here's how to unstick them.
  5. Managing the teamAdd teammates to the console, hand off advisors, and remove access when someone leaves.