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)