Settings & Setup

Basic Settings
Introduction The Basic Settings page allows users to manage a variety of settings for VirtualAdvisor, including the profile image and name of the VirtualAd...
Wed, 12 May, 2021 at 2:36 PM
VirtualAdvisor Embed Code Snippet
Introduction VirtualAdvisor can be embedded on your school's website in order to help students from outside of the platform. We've provided a cod...
Thu, 15 Apr, 2021 at 1:41 PM
Categories
Introduction Categories are used to index which groups a response belongs to (i.e. responses relating to the FAFSA belong to the FAFSA category group). By ...
Mon, 15 Mar, 2021 at 12:46 PM
Category Permissions
Introduction Categories are used to index which groups a response belongs to (i.e. responses relating to the FAFSA belong to the FAFSA category group). Cat...
Thu, 3 Dec, 2020 at 5:08 PM
Institution Data Fields
Introduction Institutional data field tags are tag fields used in multiple responses to place a defined value into a response. For example, many global res...
Tue, 28 Jul, 2020 at 3:00 PM
Advisor Types
Introduction Advisor types are institutional defined user groups that can be managed with StudentAdvisor. Common advisor types include financial aid office...
Thu, 1 Apr, 2021 at 10:57 PM
Advisor Assignments
Introduction School users are often assigned specific groups of students under their advisement, whether it's associated to financial aid, academics, ...
Fri, 18 Jun, 2021 at 10:51 AM
Contact Addresses & Assignments
Introduction In order for advisors to begin building Outreach Programs and have messages come into their inbox, they must have an email and/or SMS number d...
Thu, 29 Apr, 2021 at 8:49 AM
Ingest FAQ
Introduction The Ingest FAQ feature allows your institution to pull questions and answers from any given FAQ page and populate questions and responses that...
Tue, 28 Jul, 2020 at 3:20 PM
Advisor Email Implementation
Introduction Separate email addresses from an institution's current user email addresses are required so that they can be forwarded to the correct use...
Thu, 22 Apr, 2021 at 12:06 PM