Create Advisor Groups for any purpose, including Provisionals, Placements, etc. Advisor Groups are created by creating a special type of Access Group, placing members in the group, and designating a group leader, i.e. the advisor. 

Advisors can collaborate with their members through a GroupShare, including emailing members and accessing requirements reports. Members can see their advisor group from the portal home page. 


The new system will allow you to do the following: 
  1. You can create advisor groups and assign members either individually or automatically through status, placement or other conditions
  2. Members can see their advisor groups on the member home page and in their profile.
  3. Members can be members of multiple advisor groups - a member is not limited to a single advisor
  4. GroupShares can be turned on for advisor groups, allowing the advisor to email her advisees, and vice versa
  5. Through GroupShare, advisors will be able to view the current obligation details of their advisees via the requirement reports
Advisor Groups are set up the same as Access Groups.
  1. Go to Admin > Member Management > Access Group Manager.

  2. Create the Advisor Group
    1. Include the year and name of the advisor in the group name e.g. 2024-2025 Advisor: Melissa Smith
    2. Set Is Advisor Group? to Yes
    3. Specify Yes for Is this a GroupShare Group
    4. Specify Yes for "Allow editing access group members from the profile" and "Allow Quick Add Member to Group"

  3. Add Conditions for inclusion in the Group
    1. If the group will be include individual members, use Account for the condition, and add members
    2. If you wish members to be automatically added to the advisor group based on some condition, e.g., Status, Placement, etc., specify the condition accordingly.

  4. Add the advisor for inclusion in the Group.  Do this by adding a 2nd condition, and select Account for the Condition Name.  Then search for and add the member.  

    Here's an example of a Placement Advisor Group made up of members assigned the placement "Public Affairs Committee Member". Note that the 2nd condition, which adds the advisor to the group, is added as an individual account.

  5. It will take overnight for the access groups to refresh with the advisor group feature. The advisor group will be ready when the Leaders link is available under GroupShare group. See Creating Advisor Groups. Here's an example of the screen when the Advisor Groups and assocatiated GroupShare have completed the refresh.


  6. To assign a leader, click on the Leaders link and set Is a leader? to the Advisor who is leading the group. See Setting a Leader in Advisor Groups

  7. Leaders can configure the Advisor Group in GroupShare. See Configuring Advisor Groups for Leaders