Assign a primary advisor
userEducator Xello productXello K-12 Time5 minutes

You can assign educators as primary advisor for students. Assigning a primary advisor helps educators support their student’s academic and personal growth. Students can feel connected, and with a central space and person who can help give them personalized guidance, organizational help, and early problem-solving. Assigning a primary advisor ensures an educator is accountable for the student’s success in Xello.

There are several places you can assign a primary advisor: from the student list, from a student’s profile, and from the educator profile. You can also find in-context options to assign an advisor directly from some of the reports.

In this article

Assign from the student list

Students can be assigned a primary advisor directly from the student list. This might be especially useful if you want to assign multiple students to one educator. Utilize the filters to narrow the student list by grade, group, alphabetical range, or by students who haven’t been assigned an advisor yet. Use the same steps below to reassign or remove a primary advisor.

To assign a primary advisor from the student list:

  1. From your educator account, click Students and select Student list to open the list of all students at your school.
    Click to enlarge
  2. Check the box next to a student’s name.
    • If you know multiple students will be assigned to one primary advisor, you can select multiple students.
    • If assigning multiple students to an advisor, you can narrow the list by clicking Filters and selecting options like grade, group, and students who haven’t been assigned a primary advisor yet. Then, once you’ve applied the filters, you can select all the students at once from the narrowed list.
    The Filters modal on the Student list. Options include grade, educator, group, assigned primary advisor.
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    The Filters modal on the Student list. Options include grade, educator, group, assigned primary advisor.
  3. Click the Assign to… dropdown, and select Primary advisor.
    An educator profile in Xello. The Students section is highlighted. The Select a role dropdown is open with the option to assign to Educator or Primary advisor.
    Click to enlarge
    An educator profile in Xello. The Students section is highlighted. The Select a role dropdown is open with the option to assign to Educator or Primary advisor.
  4. In the modal, start typing the name of the educator. Suggestions will auto-fill.
  5. Once you’ve selected the primary advisor, click Assign.
    • A banner will indicate the assignment was successful.

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Assign from the student profile

You can assign a primary advisor directly from a student’s profile. This in-context option makes it easy to assign while you’re in there reviewing their work in Xello.

To assign a primary advisor from the student profile:

  1. In the search bar located at the top of any page in your educator account, enter the student's name or ID.
    Search bar in Xello educator account highlighted with cursor hovering
    Click to enlarge
    Search bar in Xello educator account highlighted with cursor hovering
    tipTip: Alternatively, from the left menu, click Students and select Student list to browse the full list of students.
  2. Click on the student's name. The About student tab of their profile opens.
    Click to enlarge
    pointer hovering over search bar
  3. Under their name and next to their avatar, click the Assign to primary advisor button.
    • You can also access it and other options from the Options dropdown.
    Student list in Xello open. Assign to Educator button highlighted
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    Student list in Xello open. Assign to Educator button highlighted
  4. In the modal, start typing the name of the educator. Suggestions will auto-fill.
  5. Once you’ve selected the primary advisor, click Assign.
    • A banner will indicate the assignment was successful.

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Assign from an educator profile

If you know you’ll be assigning primary advisor to multiple students to yourself or another educator, you can do this from the educator profile.

To assign a primary advisor from an educator profile:

  1. In the left menu, click Educators to open the list of all educators.
    Left menu in Xello. Educators is highlighted with cursor hovering over
    Click to enlarge
    Left menu in Xello. Educators is highlighted with cursor hovering over
  2. Click the educator you’ll be assigning primary advisor to. This opens their educator profile.
  3. Scroll down to the Students section.
  4. Start typing the name of the student. Suggestions will auto-fill.
  5. Click the Select a role dropdown and select Primary advisor.
    An educator profile in Xello. The Students section is highlighted. The Select a role dropdown is open and the cursor is selecting Primary advisor.
    Click to enlarge
    An educator profile in Xello. The Students section is highlighted. The Select a role dropdown is open and the cursor is selecting Primary advisor.
  6. Click Assign.
    • A banner will indicate the assignment was successful.

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