How To Assign Students To Consultants
CollegeEase makes it simple for IECs (Independent Educational Consultants) to manage their students by allowing easy assignment of each student to a specific consultant. This ensures that students receive personalized guidance while consultants can efficiently track progress and manage their caseload. Follow the steps below to quickly assign or reassign students within your account.
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Here are the steps:
1) Click the profile icon in the upper right corner.
2) Click "Switch Student" to quickly jump to the "Shared Users" screen.
3) For the appropriate consultant, click their "Actions" button.
4) Click "Assign students".
5) Make sure that the appropriate counselor's name is selected.
6) Check the box next to each of the students that they will be managing.
7) Click "Save"
Now, when a consultant logs into their CollegeEase account, they’ll see all the students assigned to them directly within their Counselor Dashboard.
