Multi License - Managers, Remove license, counselor, delete staff position, user, account

How to remove a license from a multi license account

CounselMore's multi-license user deletion feature empowers organizations with greater control over their user base, allowing them to efficiently manage counselor access. This innovative addition enhances the platform's overall functionality, providing a secure, user-friendly, and adaptable solution for institutions in the ever-evolving field of counseling and education.

 

To delete a counselor, the account administrator can follow the steps below:

 

But first, all of the students who are assigned to that counselor must be reassigned to another counselor.

1. Reassigned students to another counselor

 

2. After all the students have been reassigned to another counselor, the license can be deleted if it no longer has any students assigned to it.

3. Once all students have been reassigned to another counselor, a red delete button will appear.

4. The administrator can log in and navigate to the counselor's record by clicking on the counselor's name on the left-hand side of the screen. This action will automatically change the center screen to display the counselor's detailed information.

Now, all the students previously assigned to the counselor have been successfully reassigned to another counselor.