Assign Counselors to a Group or Caseload

Counselors are able to message with and manage the specific contacts within their specific group_list. Admins are able to control specific settings and functionality available to counselors within the programs tab. Click here to learn how to adjust counselor settings.

Follow these steps to invite a new counselor to the platform.

1. Click the gear () at the top right section of the platform.

2. Click Settings.

3. Select the User Management tab.

4. Locate the user and click the pencil and paper icon (). 

5. Select Counselor under role, select the program, select the group.

6. Hit the plus () button.

7. Click Save.

You'll see all the Active Users on the User Management page, including their emails and their roles.