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Counselor Management

The Counselors section in the Admin Portal lets you view all counselors, see their student loads, and manage assignments.

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Counselor list

The counselors page shows:
  • Counselor name and photo
  • Number of active students assigned
  • Number of open leads
  • Last active date
  • Performance summary (applications closed this month)

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Viewing a counselor’s portfolio

Click any counselor to see:
  • Their full student list
  • All leads in their pipeline
  • Recent activity
  • Their profile settings

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Assigning students to a counselor

From the counselor detail view:
  1. Click + Assign Student.
  2. Search for the student by name or email.
  3. Select and confirm.
Or from User Management → [Student] → Assigned Counselor — change the counselor there.

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Monitoring workload

Use the counselor list’s Sort by: Student count option to identify counselors who may be overloaded or underutilised. As a guideline:
  • A junior counselor can handle 15–20 active students
  • A senior counselor can handle 25–35 active students

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Deactivating a counselor

When a counselor leaves IEC:
  1. Reassign their students to other counselors first.
  2. Then go to User Management and Suspend or Delete their account.
Do not delete before reassigning — students need a counselor assigned at all times.