Advisors
Advisors gives WinnerWare a structured way to connect users with one or more advisors and use that relationship in supervision-style workflows.
Overview
This module is used when users need a defined advisor, counselor, or coaching relationship. It helps teams answer questions such as who supervises whom, which users belong inside an advisor’s circle, and when an advisor should be notified about related activity.
Key Features
- Assigns one or more advisors to a user through a content item.
- Supports Advisor Type content items so teams can classify relationship types.
- Supports an optional content-restriction feature for advisor-scoped access.
- Includes advisor-notification workflow support.
Configuration
| Admin display name | Feature ID | Use when |
|---|---|---|
| Advisors | CloudSolutions.Advisors | You need advisor assignments and advisor-type structures. |
| Restrict Content to Advisors | CloudSolutions.Advisors.Contents | You want advisors limited to users inside their supervision circle. |
Enable the feature or features that match the rollout, then create the advisor types the business will use.
Usage
Assign advisors to a user
- Create the required Advisor Type content items.
- Open the user's custom settings.
- Add one or more advisor entries to the Advisors section.
- Select the advisor user and the advisor type for each entry.
Example setup
One clear rollout pattern is:
- create advisor types such as Coach, Counselor, or Supervisor
- open a user's settings record
- assign the correct advisor person and advisor type
- enable the restriction feature if advisor-only access should follow that relationship
Developer Notes
- The module includes migrations for advisor data structures and an index provider for user-to-advisor relationships.
- It also includes a workflow task and display driver for notifying advisors.