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  1. CollegePlannerPro Support
  2. Support Articles
  3. Multi-Consultant (Team) Accounts

Multi-Consultant (Team) Accounts

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  • How do I add another consultant to my account?
  • Permissions for sub-account consultant profiles
  • How do I edit the permissions of existing sub-account consultant users?
  • How are students assigned to teammates in multi-consultant accounts?
  • How do I manage student profile assignments within my CollegePlannerPro account?
  • How do I manage which contact profiles are viewable by consultants on my CollegePlannerPro account?
  • How does the Conversation feature work in multi-consultant accounts?
  • Can college lists be shared with teammates?
  • How do I share my calendar with my teammates?
  • How do I share folders with other consultants within my account?
  • How do I include the names of all students in a broadcast message?
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