There are two ways to configure sub-account consultant profile permissions as described below.
Manager permissions mean the individual has access to all contact and student profiles. They have the ability to assign students to other consultants on the platform and have access to any client (aka contact) billing and invoicing records.
Consultant permissions provide individuals access to only the contact and student profiles they've been assigned by the Account Owner or a Manager.
When adding a sub-account, you will see these permission descriptions listed as well.
There are also three different profile statuses for sub-accounts.
Active – an active sub account maintains full access to CollegePlannerPro.
Suspended – the suspended status temporarily restricts a sub-account’s access to the platform. Moving a suspended account back to the active status restores access for the sub-account profile. Do note that when a consultant's account is suspended, monthly billing still applies.
Delete Consultant Profile means all account data for that specific sub-account will be deleted and any students assigned to this account (if applicable) will be transferred in terms of assignment during the deletion process.
Here is the official notice you will see before deleting a consultant's profile:
Helpful (related) articles
- How do I add another consultant to my account?
- How do I manage which contact profiles are viewable by consultants on my CollegePlannerPro account?
- How do I manage student profile assignments within my CollegePlannerPro account?
- How do I share folders with other consultants within my account?