How to Create Portfolio Advisory Groups

How to Set Up Student Groups for Portfolio Advisors

Student groups are created automatically to help advisors keep track of and support their students. This works a bit like creating a class on the fly.

Here's how it works:

Getting Started

1. Add students to your advisory list: You can do this in three ways:
   • Use the Wellness Tab in Student360 to claim a student
   • Add them through the Portfolio panel in Student360
   • Students can add you as their advisor in their portfolio
2. Let the system do the work: Once you're assigned as an advisor:
   • A new "Portfolio Advising" group is created for you
   • Your students are automatically added to this group
3. Find your student group: It's easy to access:
   • Go to Student360
   • Look for "Portfolio Advising" in your groups list

View How

How Groups Work

Everything happens automatically:

• New students are added to your group when you become their advisor
• Students are removed when they're no longer your advisees

What You Can Do With Your Group

As an advisor, you can:

• See all your students' portfolios in one place
• Check how your students are doing
• Send messages to your students
• Work with multiple students easily