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Assigning Students to Advisors: Homeroom, CAS (SA), Extended Essay, ToK, Personal and Community Projects

There are two ways to assign students to Homeroom Advisors, CAS or SA Advisors, Extended Essay Supervisors, ToK Teachers, or Personal & Community Project Advisors.

1. Manually via an IB year group Members tab.

2. In bulk via an IB year group Members tab

1. Assign students manually

You can assign advisors via the Year Groups > select group > Members tab. Please note the Year Groups label may be customised by your school.

Click CAS Advisors, Homeroom Advisors,  EE supervisors,  ToK Teachers, SA advisors, CP supervisors, or Assign PP supervisors  via the Members tab.

Note: Only some of the above options will appear for each year group, depending on whether the year group is Diploma or Middle Years.

Assign one advisor to multiple students using the clipboard icon. Update advisors individually by selecting teachers from the dropdown menu. Once done assigning advisors, make sure to click Save Changes.

Note: Only users who have been imported as teachers & advisors will appear in the dropdown menu.

2. Bulk Assign Advisors

Via IB Manager > Year Group > Members, click Bulk Assign Students. Depending on the width of your screen, these details may appear at the bottom of the page.

Bulk assign students to advisors. Start by downloading our CSV template , save your spreadsheet as a CSV file and Upload your CSV file. Click Bulk Assign once complete.

Note: If you have any difficulty with the import, please send the CSV file to and our data team will further investigate.

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