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)