Note: This "assign counselors" functionality is different from the student's Assigned Counselor, which can be used to filter students lists and more. This caseload assignment feature is being phased out. Click here to learn more about the 1:1 Assigned Counselor.

Assigning caseloads of students to school counselors can only be done by account managers.

  1. Select Assign Counselors from the list on the left hand side.

  2. On the left hand side you will see a list of the school counselors at your high school/district. You can edit the list you see below by clicking Edit Counselors. This will redirect you to the Edit Educators page where you can add new educators or reassign current educators to counseling positions.

  3. To assign students to a counselor, select the counselor from the list on the left hand side. Then, use the filters to find the students that should be assigned to the counselor. You can filter students by the first letter of their last name, graduation year, and whether or not they are already assigned to a counselor. If you would like to assign a student on the list to the selected counselor, check the box next to their name. You can select the box at the top of the table to select all names on the list. You must hit save changes to assign the students to the counselor.

  4. Please note, students can be assigned to multiple counselors. It does not have to be 1-to-1.