Adding Additional License Scenarios - Permissions and Manager Suite

Adding an essay coach or support counselor to your CounselMore account can be beneficial during busy application seasons. However, you may prefer that they only see specific students, especially if their role is limited to a few assigned tasks.

Here's a comprehensive guide to help you manage access and visibility the way you want.

What happens when you added a Coach?

When you purchase an additional user license, the added coach will by default see all students on your roster. This is the base license behavior unless further restrictions are put in place.

If you clicked the "Super User" option or saw a message prompting you to purchase Manager Suite, don't worry, it was just a setting alert. You do not need Manager Suite unless you want to limit access to specific students

How can I prevent Full Access?

If you want your essay coach to see only the students they're working with, you have two options:

Option 1: Use Tagging (Manual Filtering - (No Credit Cost)

You can't technically restrict visibility without Manager Suite, but you can organize and guide your coach to view only certain students using Tags.

1. Login to CounselMore
2. Open a student record you want the essay coach to work with
3. Go to student information and Add a tag like: Essaysupport2025 
4. Repeat this for each assigned student

For your essay coach, they can:

1. Go to QuickList 

2. Click the small triangle in the search bar at the top.

3. Enter the Tag you used (e.g., “EssaySupport2025”).

4. All students with that tag will appear—making it easy to locate just the relevant records.

Option 2: Add Manager Suite for Full Privacy Controls

If you want to formally assign students and limit visibility, you’ll need to add the Manager Suite to your subscription.

If you plan to temporarily hire an essay counselor:

• Base shared license: $19/month per additional user.

  • This gives them access to all students unless further restricted.

• Manager Suite (optional): +$50/one time payment

  • This allows you to assign them only to certain students, ensuring privacy and accounting separation.

  • They’ll still have access to everything you’ve purchased in CounselMore (curriculum, data tools, templates, etc.) as you allow.

Removing the License Later

When the additional counselor’s contract ends:

1. Reassign their students back to your account.

2. Delete their user account.

3. Email us at support@counselmore.com and ask us to remove the Manager Suite.

Once that’s complete, you’ll return to your original single license setup.

Multi License - Management Suite capabilities