There are three types of roles for Team members: Admin, Counselor, and Teacher.

Here's a summary of the permissions for each role:

Admin Counselor

Administrators have full access to Account Settings, also including the ability to:

  • Edit accessibility, permissions, and connectivity settings under Configuration
  • Create and edit Groups for students
  • Add new Team members, edit their details, and hold control over admin rights
  • Upload student data, guardian and staff information, and test scores in bulk
  • Add Students, edit their profiles, without needing to be their assigned counselor
  • View and download the full Students list, with custom reporting available
  • Generate questionnaires and surveys for students to take
  • Application Status and Progress Tracking for students
  • Manage document submission to universities via Common App and Parchment

(Non-Admin) Counselor

Non-Admin Counselors have a more limited role, focused only on the students assigned to them. These are the actions that Counselors can take:

  • View and edit profiles of all students that have been assigned to them
  • Create, assign and manage tasks for multiple students
  • Draft and send broadcast messages to students and guardians
  • Generate questionnaires and surveys for students to take
  • Application Status and Progress Tracking for students
  • Manage document submission to universities via Common App and Parchment

Teacher

Teachers have a very specialized role, meant for preparing recommendations only. They do not have access to any features, but they can:

  • View requests of recommendation letters from students
  • View the students' lists of colleges within their requests
  • Prepare a Teacher Evaluation form, if required
  • Upload a Letter of Recommendation (PDF only)

Did this answer your question?