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Advisor Getting Started Guide

Step 1: Familiarize yourself with the dashboard 

This is the main dashboard where you can access all features in Inspire. Your dashboard may show different features based on your role in the system. From the dashboard you can access every part of the application: Advise, Engage, Connect, and Report.   

  1. Search for a student  
  2. Review system notifications
  3. Access your profile & account information
  4. Return to the main dashboard

Step 2: Update your contact information

From the top navigation bar, hover over the profile icon and select Profile from the dropdown menu.

Sections of your Profile include:

Inspire Profile Picture 

  • Upload an image for your Inspire profile picture.

File types permitted include .jpg, .png, .gif, and .jpeg and cannot exceed a 50MB size limit. 

General Information

  • Update your contact information. This section includes general contact information such as your name, title, phone, email address and office location. 


Step 3: Customize your settings

Hover over the navigation menu on the left-side of the page and select Settings. Review and update the following areas: Visibility, Notifications, Synced Calendars, and Signatures. 


Visibility  

Choose who can see your calendar (assigned students or all students), messages, and contact information in the Advisor Directory. If students have not been assigned in your SIS, you will need to choose either All or No students.

Notifications

Choose to receive a daily email digest or plan to login to see notifications in Inspire regarding appointments and advising notes.

Recommended: Check the box for all Email & System Notification options.

Synced Calendars

You can sync Inspire with your Google or Outlook Calendar. Update options to ensure your calendars are always up-to-date. Recommended:

  • Block Advising Slots — Yes
  • Appointment Slots — Busy


 

Signatures

Add your signature for a personal touch to outreach from Inspire. Click Save once you're finished to update your settings. Recommended: Copy and paste the signature from your email account. 


Step 4: Next Steps 

Congratulations! You’ve successfully set up your account in Inspire. Begin exploring Inspires’ features and functionality by returning to the main dashboard. To do this, click on the "Dashboard" home icon in the navigation on the left-hand side of the page.

You’ll find advising tools and detailed student information in Advise, actionable insights about students who can benefit from your support in Engage, tools for messaging and communicating with students in Connect, and data to help you stay organized and understand the efficacy of your work in Report.




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