Customize your advisor profiles in AdRx

• Overview
• AdRx profile customization
  • Create and edit profile nicknames
  • Add links to frequently used web resources

Overview

Campus administrators create and manage AdRx profiles for staff within their groups or units. An AdRx profile includes a role, which is assigned at the exec level and based on the security group to which you belong (exec, admin, advisor, or staff).

All AdRx roles have specific features (information/functionality on pages) associated with them; the exec group turns features on or off by role. Almost all features are enabled for the Administrator, Supervisor, Advisor, and Faculty roles.

Some features of your AdRx profile may have settings that let you customize functionality. You can set these customizations in My Profile.

For information about notes customizations, see:

• Insert and manage Quick Notes
• Manage access to role notes

AdRx profile customization

1. On the AdRx landing page, in the upper right, click the Profile icon (the circle with your initials) to expand the AdRx profile menu.

   

   Note:

   If you have multiple profiles, you can click to select another profile to manage. Selecting another profile here also sets it as your active profile in AdRx.
2. Click My Profile.

   

3. On the My Profile page, on the left, make sure AdRx Student Advising Records is selected.
   Note:

   • If your active profile is SAS-enabled, the Student Appointment Scheduler customization menu also will be available.)
   • If you have multiple profiles, you can switch to a different profile; click the down arrow next to active profile, and then select the desired profile; for example:

     

4. On the right, you'll see options for Profile Customization and Notes Customization.

   

5. Click the arrow to expand Profile Customization for access to nickname and resource customizations.

   

Create and edit profile nicknames

By default, AdRx profiles have names that include your AdRx role and AdRx group (for example, "Academic Advisor/School of Public Health"). You can create nicknames for each profile to help you more easily identify them.

1. On the My Profile page, make sure AdRx Student Advising Records is selected on the left and Profile Customization is expanded on the right.
2. Click the arrow to expand Nickname for profile, and then click New.
3. Enter a nickname (for example, Writing Advisor), and then click Save.

   

You can do this for each of your profiles. For example, you can set profile #1 to Psychology Advisor and profile #2 to Sociology Advisor.

The profile nicknames you set will visible to you (on your AdRx landing page) and to those in your team calendar (when they are helping to make or revise appointment slots. Profile nicknames are not visible to students.

To edit an existing profile nickname:

1. On the My Profile page, make sure AdRx Student Advising Records is selected on the left.
2. On the right, under "Profile Customization", click the arrow to expand Nickname for profile, and then click Edit.
3. Enter a new nickname for the profile, and then click Save.

Add links to frequently used web resources

You can add up to 20 web links to your AdRx profile for convenient access to frequently used online resources.

1. On the My Profile page, make sure AdRx Student Advising Records is selected on the left and Profile Customization is expanded on the right.
2. Click the arrow to expand Resources, and then click Add New Resources.
3. In the fields provided, enter a title for the web resource and its complete URL, and then click Save.

   

To change or remove an added resource, return to Resources, and then click the corresponding Edit or Delete for the resource in question.