- Knowledge Base : CounselMore Support
- ACCOUNT SET UP
- New Account - MULTI LICENSE ACCOUNT SET UP
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ACCOUNT SET UP
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CLIENT MANAGEMENT
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ADMISSIONS DATA & SEARCH NAVIGATION
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GOOGLE-DRIVE
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SETTINGS MENU & CUSTOMIZATIONS
- Settings - My Business
- Settings - Branding
- Settings - Default Data Columns
- Settings - Routine Assignments
- Settings - Webmaster
- Settings - Broadcast Station
- Settings - Reporting
- Settings - Professional Log Books
- Settings - Toolbox
- Settings - Texting Set up
- Settings - Accounting Setup
- Settings - Integrations
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SALES & DEMONSTRATIONS
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MEMBERS. ONLY
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Sales Lead Tools
Multi License - Managers, Role Permission Levels Explained
Multi License - Managers, Role Permission Levels Explained Admin, super user, counselor, student roles and permissions
User Roles:
Admin/Owner, Manager/Super User, Counselor, Student/Parent
Admin | Super User | Counselor | |
Add counselors | x | x | |
Add students | x | x | x |
Set Super users | x | ||
See all students | x | x | |
See own students | x | x | x |
Reassign student | x | x | x |
Select Branding | x | ||
Create assignments | x | x | x |
Assign assignments | x | x | x |
Share assignments with other counselors | x | x | |
Advance date assignments | x | x | x |
Connect G Drive | x | x | x |
Add Master copies | x | x | x |
Email students | x | x | x |
Text students | x | x | x |
Send Broadcasts | x | x | x |
Invite students | x | x | x |
Search & Build | x | x | x |
Add schools to db | x | x | x |
auto populate essay prompts | x | x | x |
Add custom app tracker steps | x | x | x |
Access reporting | x | x | x |
Provide full accounting privilages | x |