---
title: New Accounts - My Business Setup Overview
description: "New Accounts - My Business Setup Overview\nThis article goes over the "My Business Setup" which is the section of your Settings menu regarding account customizations.."
---
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1. [Knowledge Base : CounselMore Support](https://helpdesk.counselmore.com/?hsLang=en)
2. [SETTINGS MENU & CUSTOMIZATIONS](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en)
3. [Settings - My Business](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-my-business)
# New Accounts - My Business Setup Overview
## New Accounts - My Business Setup Overview This article goes over the "My Business Setup" which is the section of your Settings menu regarding account customizations..
### Log into your CM account and navigate to the Settings menu. Open Settings and to the left side of your screen, you will see "My Business Setup"
---
The video and the text below cover the same content
1\) **Business Billing Address:** If you will be sending invoices to parents via your CounselMore account, enter your business billing address. If you do not want your address included on invoices, do not add your address.
2\) **Business Email Address:** Enter your contact email on the right hand side.
2A) **Multi Counselor Account Admin Business Email**: Enter the company email address used for general contact.
3\) **Select your notification preferences**:
**A. "CC your business email..."** means that you will get a copy of anything that
leaves your CM account. That's a copy of every invoice, progress
summary, broadcast, etc... The copy will come to your from
[notifications@counselmore.com](mailto:notifications@counselmore.com) because it is a receipt email, not a
communication.
It is useful to have a copy for record keeping and we recommend creating an
[email filter](https://support.google.com/mail/answer/6579?hl=en) for [notifications@counselmore.com](mailto:notifications@counselmore.com)
**B. "Send me an email..."** means you will get an additional email whenever a
student checks an assignment off as "done" (you will already receive an in app
notification by default).
**C. When sending Assignment Summary Emails, omit Assignment 'description':** send only the Assignment Name.
4\) **Customize your Student / Parent Portal invites:** The standardized login instructions from CounselMore are included on each invite and cannot be changed but you can add a message or additional personalization to the top of the standard instructions. [Here's](https://helpdesk.counselmore.com/my-business-branding-invite-to-student-parent-client-portal?hsLang=en)a deeper article on the custom invite instructions. Read through the article so you don't repeat any of the instructions.
5\) **Student Portal Search Settings:** will allow you to grant access to the full search database. Please note that if none of your students have accepted invite, you'll see a blank list. As your students join, you'll see their names populate so you can modify access.
6\) **Change Net Fit Reach Lottery:** which appears in your college lists. Modify the terminology in each category to update across the entire portal.
**
**
7\)**Tab settings:**
To Rearrange: Click, hold, and drag the pancakes at the top center of each tab, left or right. Click the eyeball to hide any tabs you're not using. What you hide from the counselor-portal will be hidden in the student-portal.
7A)
**TIP:**
If you are experiencing slow loading of the student list, we have a helpful article called ***["Troubleshoot - College List - Slow loading College lists](https://helpdesk.counselmore.com/troubleshoot-college-list-slow-loading-college-lists?hsLang=en)***" that provides detailed instructions on how to address this issue. You can find step-by-step guidance in the article to troubleshoot and resolve the slow loading problem with your college lists.
8\) **Bulk Student Import**
Follow [this](https://helpdesk.counselmore.com/my-business-diy-migration-services-historical-client-information-migration-bulk-import?hsLang=en) article for detailed instructions.
- [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)
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