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Viewing Your Advisors

See who is supporting you.

Your advisors are listed on the My Advisors tab of the Advisory hub, in a table with these columns: Advisor, Expertise, Match Since, Last Session, Next Step, Status, and Actions.

  • Match Since — the date the match started.
  • Last Session — how long ago you last met, shown as a relative time such as “3 days ago”, or “No sessions yet”.
  • Next Step — what needs attention, or “All clear” when nothing is outstanding.
  • Status — Active for a live relationship, Ended for one that has been closed.

Please note: Last Session only counts confirmed sessions. A session your advisor has logged but you have not yet confirmed leaves this column reading “No sessions yet”.

Each active match has an Open Workspace button and a … menu offering Schedule Session and End Match. An ended match keeps its Open Workspace button so you can still read the history.

The shorter list under My Stuff

My Stuff also has a Relationships tab, headed My Advisors, which lists advisor name and email address only. The single action available there is Create Activity. Use the Advisory hub when you want the full picture.