- Knowledge Base : CounselMore Support
- CLIENT MANAGEMENT
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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
Viewing the Student Portal as a Counselor
Counselors can easily preview the student portal to see exactly what their students are experiencing.
How it Works
When a student portal is active, you’ll see a View Student Portal option in the upper-right header of your counselor portal.
By clicking View Student Portal, you will be logged in directly to that student’s portal. This allows you to experience the portal just as your student does — giving you the same view of their Assignments, Files, College List, App Tracker List and Messaging.
🚧 While in this mode, you can manage the student portal as if you are the student — not just view it.
Why Use This Feature?
- Ensure students see the correct information.
- Test the student experience before onboarding.
- Troubleshoot and guide students with confidence.
👉 Note: To return to your counselor portal, simply click "Back to Counselor View" in the header.