|First, Consultants are able to be defined by the term of your choice. As examples, typically with TutorTrac profiles, Consultants are named Tutors, and for AdvisorTrac profiles, Consultants are named Advisors. To define this classification we will need to navigate to your Center Profile.
To get to your Center Profiles, hover over the Search Glass on the right side of your Trac Navigation bar (upper left corner of Main Menu). Select Center Profiles and click on your Center Profile.
The first tab selected in your Center Profile window will be the General Tab. Located underneath the Contact fields is the preference “Name for Consultants”.
Underneath the Name for Consultants field is the “Default Group for Consultants” preference. Here we must define the default Group which Consultants are assigned to.