How do I add a new counselor?

Account admins and program admins



Counselors are able to message with and manage the specific contacts within the group_list they have access to. 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.

After clicking the rotating gear at the top right of the platform, click Settings and then User Management. Click the Invite New Users dropdown, then select Counselors.


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

Image of users and their active roles 

Type the email address for the new counselor and then click into the Select Program(s): field. Account Admins can grant access to as many groups as needed across any program in the account, whereas a Program Admins can invite counselors to any group within the program(s) they have access to. As you start typing group names, the search bar will auto-populate with relevant groups that match the spelling.


Once you input the email address, add one or multiple groups based on your preferences. Click Invite to generate an email invitation for the counselor to set their login information.

Image of counselor being invited with their email address and assigned group

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