Advise- New User Guide

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Welcome to Northeast Community College and Advise!

Most of your training and how you will use the tool will come from your supervisor and team; however, here a few helpful tips and setting changes to get started:

Logging In:

Your log-in credentials are your single-sign on credentials, so the same information you use to access My Apps. You may be prompted to choose an option at this screen.

Choose “Other Organization:

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Settings:

Once logged in, there are a few settings, you will want to update:

Choose the gear icon in the upper right corner, then choose Personalization Settings:

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Under the General Settings, you will adjust the following: (See below image)

                Records per Page:  Select 250

                Advanced Find Mode: Select Detailed

                Time Zone: Select (GMT-06:00) Central Time (US & Canada)

 

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Email Settings:

Email messages from Outlook can be tracked into Advise for tracking purposes with a  student record. This is accomplished through the Email settings in Advise.

The recommended Email Setting is Email Messages in Response to Dynamics 365 email (Work with your supervisor to know what is best for your area.)

You will also want to “uncheck” the create box.

 Once you have updated your email settings, please notify the WES Team via help@northeast.edu, so we can activate your email box in Advise.

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Adding your Picture:

If you add your picture in Advise, this will show to students on the “Student Success Card” in My Northeast. Work with your supervisor to know if this is appropriate/expected for your position.

From the personalization settings menu - the general tab, click "View your User Information"

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Click on the initials next to your name

Uploaded Image (Thumbnail)You will have the option to upload an image here:

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Details

Details

Article ID: 17283
Created
Tue 3/18/25 5:28 PM
Modified
Wed 10/14/26 9:32 AM