Advisor Management

What is an Advisor (PIC)?

An advisor (also called PIC - Person In Charge) is someone who creates study plans for prospects. Each advisor has their own profile, email settings, and assigned users.

How to Access

Go to the Admin Dashboard and click Advisor Management in the Quick Actions section.

Advisor List

The list shows all advisors with:

Name - The advisor's full name
Email - Their email address
Phone - Phone number
Email Status - Green "OK" if email is set up, amber "None" if not
Assigned User - Dropdown to link or unlink users
Actions - Edit or Delete

Adding an Advisor

Click Add Advisor
Fill in the required details (Name, Email, Phone, WhatsApp Sender Name)
Optionally upload a profile picture or provide an image URL
Set up email settings if needed
Click Save

Searching Advisors

Use the search bar to find advisors by name, email, or phone.

Assigning Users

Use the dropdown in the "Assigned User" column to link a user account to an advisor. Type to search for users by name or email.

Advisor Detail Page

Click an advisor's name to view their detail page. The page shows their profile information and SMS history.

Editing SMTP Settings

On the advisor detail page, click Edit to open the edit modal. The modal includes SMTP configuration fields:

SMTP Host - The mail server address (e.g. smtp.gmail.com)
SMTP Port - The port number (e.g. 587 for TLS, 465 for SSL)
SMTP User - The email address used to log in to the mail server
SMTP Password - The password or app-specific password for the email account
Sender Name - The name that appears in the "From" field when you send emails

After saving, you can click Test Email to send a test message and verify the configuration works. If the test fails, check your SMTP credentials or contact your email provider.

Gmail users

For Gmail, you may need to use an App Password instead of your regular password. Go to your Google Account > Security > 2-Step Verification > App Passwords to generate one.

Profile Picture Not Showing in PDF

If the advisor's photo appears on the dashboard but shows a placeholder icon in the PDF, try re-uploading the image. The system handles this automatically, but a fresh upload usually fixes it.