Top Left Corner of your Admin account, find the button "Add License"
(see image below)
Adding a Counselor License
When you add a counselor to your account, an immediate charge will be applied for the cost of that counselor’s license. Before finalizing, you will see a confirmation prompt. Please review all entered information carefully to ensure accuracy and avoid future issues.
Once confirmed:
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The counselor will be officially added to your account.
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They will receive an invitation to register.
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You may then proceed with setting up their profile and assigning students as needed.
50% discount for continuing to Grow with CounselMore
CounselMore is built to help you grow, and we congratulate you on adding a new license to your account! As a thank-you, the first additional license on any account is offered at a 50% discount—our way of saying “Great job!”
License Permissions & Manager Suite
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👨💻👨💻 First Additional License (Admin + One License): Comes with full access capabilities, including the ability to show or hide menu options from the new user.
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👩💻👨💻 Two-License Accounts (Admin + One License): Do not require advanced permission settings. Both licenses will have visibility into account activity, with some exceptions for admin billing profiles and financials.
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👩💻👩💻👨💻 Three or More Licenses (Admin + 2 or more Licenses): To customize access and control visibility at scale, you will need Manager Suite, an add-on tool designed for multi-license accounts. While additional licenses can still be added without Manager Suite, all licenses will otherwise have broad visibility by default.
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Navigate to the "+License" > Enter the Counselor's information, and then click on "Charge Me..." to proceed
a confirmation prompt will appear to verify your additional charges
Set up Additional License Permissions Profile
Click on the Counselor Name from the Left side of screen and the Counselor profile appears, center screen. There are banners to set profile permissions.
Super User - Select if the Counselor should :
Yes Super User and see all Counselors and all Students or
No Super User, Counselor should see only the students assign to them.
Accounting Tab - Select if the Counselor should:
Yes, Limited Accounting access allows Counselor to track time only and not dollars or Full access to Accounting and the Counselor can invoice students directly based off of Admin account set up billing profiles.
Admin sets permission:
View from Counselor account:
Manager Suite required with accounts of 3 or more.
Click "Assign Students" to move existing students over to the newly created Counselor
Check the appropriate student(s) and click "Assign Selected"
See your newly created Counselor and their Students in the Quicklist
🔎 Troubleshooting: Unable to Create Student Folders for Assigned Counselor?
If you assign students to a counselor but are unable to create or share student folders, click the “Client Folders Shared” setting under the counselor’s account.
Once clicked on, folder sharing with both coaches and students will work as expected.