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Advisory Administration Overview

Oversee advisory across the portal.

With administrative rights, the Advisory hub opens to a portal-wide monitor view headed “Monitor all advisory relationships, manage matches, and track program-level impact.”

Portal metrics

  • Requests awaiting action.
  • Active Matches.
  • At-Risk Matches.
  • Sessions This Month.
  • Average Satisfaction.

Six tabs organize the work: Matches, Advisor Pool, Founders, Sessions, Impact, and Settings, with Create Match and Export CSV available.

Please note: This view is permission-driven. A user who holds an advisory role and administrative rights sees this rather than the personal advisor view.