---
title: Multi License - Managers, Part II, Google Drive Setup & Connect
description: "Multi License - Managers, Part II, \nGoogle Drive Setup &amp; Connect"
---

[Skip to content](https://helpdesk.counselmore.com/multi-license-managers-part-ii-google-drive-setup-connect#main-content)

English

Show submenu for translations

[![CounselMore College Planning Software Knowledge Base](https://helpdesk.counselmore.com/hs-fs/hubfs/logos/CMLogo_CCS_wide_trans-w2000-1.gif?width=1116&height=125&name=CMLogo_CCS_wide_trans-w2000-1.gif)](https://helpdesk.counselmore.com/?hsLang=en)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations

 Select below, or search by topic

- There are no suggestions because the search field is empty.

1. [Knowledge Base : CounselMore Support](https://helpdesk.counselmore.com/?hsLang=en)
2. [ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en)
3. [New Account - MULTI LICENSE ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-multi-license-account-set-up)

# Multi License - Managers, Part II, Google Drive Setup & Connect

## Multi License - Managers, Part II, Google Drive Setup & Connect

### **![Multi Title card](https://helpdesk.counselmore.com/hs-fs/hubfs/IStock%20Purchased/Multi%20Title%20card.png?width=670&height=282&name=Multi%20Title%20card.png)**

### **MULTI LICENSE ACCOUNTS**

#### **GOOGLEDRIVEPREFERENCESMUST BE SELECTED PRIOR TO CONNECTION**

#### **Did you choose your Google Drive option yet?**

![gdconfig](https://helpdesk.counselmore.com/hs-fs/hubfs/gdconfig.png?width=520&height=411&name=gdconfig.png)

**Find out your Options:** [Google Drive choices as a Multi Counselor.](https://helpdesk.counselmore.com/multi-license-managers-part-i-google-drive-options-explained?hsLang=en) 

Be sure to choose what is best for your team, long term. 

Follow these instructions or [meet with a member](https://helpdesk.counselmore.com/troubleshoot-schedule-a-zoom-call?hsLang=en) of our super friendly support team, who will guide you through which buttons to press.  There are appointment times available everyday.

### **Creating The Google Drive Folder Structure**

Decide your Google Drive option

**Open two tabs:** your company's Google Drive and your CM account, sign into to both accounts.

The Google Drive account that you choose will have a benign company email address. Such as "**info@yourcompany.com**" or "**hello@yourcompany.com**", one that is recognizable by all clients but not assigned to any one staff member. 

 

**See image below: The root of the Google Drive is "My Drive" from there:**

 

Create 1 folder called Counsel**More**.

Inside the Counsel**More** folder, create 2 folders: 

Master Folders & Student Records

                                                  *![cmgd](https://helpdesk.counselmore.com/hs-fs/hubfs/cmgd.png?width=500&height=229&name=cmgd.png)*

### **Connect Google & CM**

Leave your Google drive tab - Return to your Counsel**More** app. *tab.*

1. Goto Settings (top right hand corner)
2. Goto Google Drive (see on far left menu)
3. Click Authorize Google Drive.
4. New white window opens, sign in to the company Google Drive.
5. A permissions window will open, click Allow. Allow permissions so the CounselMore+Google magic can work.
6. You will be automatically returned to the CounselMore app.
7. **You should see that you are now signed in. Your CM account and company Google Drive are now connected.**

**![gdsignin](https://helpdesk.counselmore.com/hs-fs/hubfs/gdsignin.png?width=597&height=247&name=gdsignin.png)**

#### **Link the Student Records Storage Folder**

1. In the same CM account window, under the section, "Folders Configuration", click the button labeled "**Add Client Storage Folder**"  
   ![addclientstorage](https://helpdesk.counselmore.com/hs-fs/hubfs/addclientstorage.png?width=670&height=162&name=addclientstorage.png)
2. A new window will open (this is your Google drive directory) you will see your recently created CounselMore folder.
3. Double Click the Counsel**More** folder
4. You will see the Student Records Folder, **Single Click** the Student Records folder.
5. Click the blue button at the bottom of the window labeled "Select"
6. You will be automatically returned to your CM account. You should now see your Student Records folder in the Counsel**More** app.

![foldersconfig](https://helpdesk.counselmore.com/hs-fs/hubfs/foldersconfig.png?width=670&height=351&name=foldersconfig.png)

Now that your Student Records folder and your Google drive are connected. Select between the **One Drive or Shared Drive** options.Select edit under**Drive Account Configuration** and you should see the follow. We recommend keeping it simple with the One Drive option.

---

 

**Find out your Options:** [Google Drive choices as a Multi Counselor](https://helpdesk.counselmore.com/multi-license-managers-part-i-google-drive-options-explained?hsLang=en)​. 

Be sure to choose what is best for your team, long term. 

Follow these instructions or [meet with a member](https://helpdesk.counselmore.com/multi-license-managers-part-i-google-drive-options-explained?hsLang=en) of our super friendly support team, who will guide you through which buttons to press.  There are appointment times available everyday.

![](https://helpdesk.counselmore.com/hs-fs/hubfs/image-png-Jan-31-2025-07-47-36-4241-AM.png?width=670&height=614&name=image-png-Jan-31-2025-07-47-36-4241-AM.png)

- [ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#main-content)

    - [New Account - SELF GUIDED SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-self-guided-set-up)
    - [New Account - FREE LIVE TRAINING](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-free-live-training)
    - [New Account - MULTI LICENSE ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-multi-license-account-set-up)
    - [New Account - COLLEGE SEARCH NAVIGATION](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-college-search-navigation)
    - [New Account - PARENT & STUDENT USERS](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-parent-student-users)
- [CLIENT MANAGEMENT](https://helpdesk.counselmore.com/client-management?hsLang=en#main-content)

    - [Clients - Biographical Banners](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-biographical-banners)
    - [Clients - Assignments tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-assignments-tab)
    - [Clients - Files tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-files-tab)
    - [Clients - Messages tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-messages-tab)
    - [Clients - Accounting tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-accounting-tab)
    - [Clients - Quicklist](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-quicklist)
    - [Clients - Contacts](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-contacts)
    - [Clients - Fin Fit tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-fin-fit-tab)
- [ADMISSIONS DATA & SEARCH NAVIGATION](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#main-content)

    - [College Data](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#college-data)
    - [College List - Columns](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#college-list-columns)
    - [College Data - App Tracker](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#college-data-app-tracker)
- [GOOGLE-DRIVE](https://helpdesk.counselmore.com/google-drive?hsLang=en#main-content)

    - [Google Drive Settings](https://helpdesk.counselmore.com/google-drive?hsLang=en#google-drive-settings)
    - [Google Drive - Master Folders](https://helpdesk.counselmore.com/google-drive?hsLang=en#google-drive-master-folders)
    - [Google Drive - Document Management](https://helpdesk.counselmore.com/google-drive?hsLang=en#google-drive-document-management)
- [SETTINGS MENU & CUSTOMIZATIONS](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#main-content)

    - [Settings - My Business](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-my-business)
    - [Settings - Branding](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-branding)
    - [Settings - Default Data Columns](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-default-data-columns)
    - [Settings - Routine Assignments](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-routine-assignments)
    - [Settings - Webmaster](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-webmaster)
    - [Settings - Broadcast Station](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-broadcast-station)
    - [Settings - Reporting](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-reporting)
    - [Settings - Professional Log Books](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-professional-log-books)
    - [Settings - Toolbox](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-toolbox)
    - [Settings - Texting Set up](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-texting-set-up)
    - [Settings - Accounting Setup](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-accounting-setup)
    - [Settings - Integrations](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-integrations)
- [SALES & DEMONSTRATIONS](https://helpdesk.counselmore.com/sales-demonstrations?hsLang=en#main-content)

    - [Sales, Free Trials, Demonstrations](https://helpdesk.counselmore.com/sales-demonstrations?hsLang=en#sales-free-trials-demonstrations)
- [MEMBER BENEFITS](https://helpdesk.counselmore.com/member-benefits?hsLang=en#main-content)

    - [Community Resources](https://helpdesk.counselmore.com/member-benefits?hsLang=en#community-resources)
    - [Member Benefits](https://helpdesk.counselmore.com/member-benefits?hsLang=en#member-benefits)
    - [Customer Service Support](https://helpdesk.counselmore.com/member-benefits?hsLang=en#customer-service-support)
    - [Privacy Policies](https://helpdesk.counselmore.com/member-benefits?hsLang=en#privacy-policies)
- [Sales Lead Tools](https://helpdesk.counselmore.com/sales-lead-tools?hsLang=en#main-content)

    - [Directory](https://helpdesk.counselmore.com/sales-lead-tools?hsLang=en#directory)

[![Chill listening crop-3](https://helpdesk.counselmore.com/hs-fs/hubfs/seminarsBadge-gold.png?width=26&height=26&name=seminarsBadge-gold.png "Chill listening crop-3")](http://counselmore.com)

Please note that CounselMore is a robust college planning platform with multiple integrations.

Copyright © 2025, CounselMore