Permissions to Allow Advisors to Register, Drop, and Withdraw Students

From the Advising Administration hub, click the Hub options drop-down.

Select Settings and Roles and then Advising Roles. The Academic Advising Roles page opens.

Copy a role:

1. On a Primary or Secondary Advisor role's row, click the Options drop-down, and select Copy. The Copy Role page opens to the Choose Template stage.

2. Edit the New Role Name field and the New Role Description field to suit your purposes.

3. Click the Save and continue button. The Copy Role page advances to the Define Access stage.

4. Select the checkboxes for Can register advisees and/or Can drop courses for advisees.

5. Consider whether to grant other permissions, too. Permissions relevant to registering include the following:

   • Can clear to register

   • Can perform registration approval

   • Can grant [one of the following] overrides:

     • Course authorization

     • Course full

     • Course prohibited

     • Schedule conflict

6. Click the Copy role button. The role is saved, and the Academic Advising Roles page reappears.

Repeat the steps to copy other roles as necessary.

Follow the steps in the If You Already Have Copied Roles section to add users and modules to the role. You can also associate secondary advisor roles with programs, sports, or locations.

From the Advising Administration hub, click the Hub options drop-down.

Select Settings and Roles and then Advising Roles. The Academic Advising Roles page opens.

On the row of the Primary Advisor or Secondary Advisor role you want to work with, click the Options drop-down, and select Edit. The Edit page opens to the Permissions tab.

To select the permissions:

1. Click the Edit button.

2. In the Registration Management category, select the checkboxes for Can register advisees and/or Can drop courses for advisees.

3. Consider whether to grant other permissions, too. Permissions relevant to registering include the following:

   1. Can clear to register

   2. Can perform registration approval

   3. Can grant [one of the following] overrides:

      1. Course authorization

      2. Course full

      3. Course prohibited

      4. Schedule conflict

4. Click the Save button.

To add users to the role:

1. Click the Users tab. If the users who need this permission aren't there, click the Add to Role button. The Add to Role pop-up opens.

2. Begin entering the advisor's name or ID, and select from the list.

3. Click the Add to Role button. The advisor is added. Repeat to add other advisors.

To give the role access to communications (emails, texts, To Dos, etc.) in the Advising module, click the Module Access tab. On the rows for Advising and Advising Meeting, click the buttons so they say Yes.

For secondary advisor roles, associate the role with an academic program, a team, or location.

1. Click the Associations tab.

2. In the Student group or Athlete group drop-down, select an option (sport, location type or program type). The list for the selected option opens.

3. In the Access column, click the button to make it say Yes for the programs, teams, or location you want the role associated with. Advisors will have access to students in those programs, teams, or locations.