Student Accounts & Impersonation Features

Version: 43433979c8e30b58d30d5cf9eeea8737e19e9347
Status: Available to All Advisors

New Features

Student Account System

What: Advisors can now create and manage dedicated student accounts with secure access controls.

Benefits:

• Streamlined student onboarding process
• Branded welcome emails maintain professional image
• Automated account activation workflow
• Real-time invitation tracking and status updates
• Students have secure, limited access to their academic and financial information only

Student Impersonation Feature

What: Advisors can view the platform from a student's perspective to provide better support.

Benefits:

• Troubleshoot student issues more effectively
• Provide precise guidance during support sessions
• Better understand the student experience
• Useful for training and demonstrations

Enhanced Notifications

What: Automated email notifications for key student milestones and account activities.

Benefits:

• Instant alerts when students activate accounts
• Timely engagement opportunities
• Better tracking of student progress
• Improved advisor-student communication

Security & Privacy

Student Access Controls

• Limited Access: Students can only view their own financial/academic information
• Financial Privacy: Students cannot access any parent/family financial details
• Secure Login: Each student gets their own secure login credentials
• Data Protection: All student data is encrypted and protected

Impersonation Safety

• Logged Activity: All impersonation sessions are logged for security
• Clear Indicators: Obvious visual indicators when in impersonation mode
• Easy Exit: Simple one-click exit from student view
• Audit Trail: Complete record of when and why impersonation was used