How do I manage student profile assignments within my CollegePlannerPro account?

Only the Account Owner and Superusers may manage student profile assignments. For more information on Primary and Secondary consultant assignments, see: How are students assigned to teammates in multi-consultant accounts?

Method 1: From the Students tab

• This is the best place to edit primary/secondary assignments for multiple students at a time.
• On the Students tab, click “Manage Profile Assignments”
• In the window that appears, use filters to narrow down your list of students to those whose assignments you wish to modify.
• Adjust primary and/or secondary consultant assignments as desired.

Method 2: From the student profile page

• Only assignments for the student whose profile you are viewing may be altered from this page.
• On the student profile page, look for the footer at the bottom of the page.
• Adjust the Primary Consultant by selecting a name from the dropdown menu.
• Click “Manage consultant access” to launch options for assigning both primary and/or secondary consultants.