Adding counsellors and setting what they can see
Roles are per-area and editable, and branches limit visibility for larger agencies.
Invite someone under Settings, Team. They sign in with a code sent to their address — there is no password to set up or share.
Roles
Read and write are separate per area, because the common real request is that a marketing hire sees the pipeline but cannot edit student records. Edit the roles you were given rather than working around them; a role that matches how your office actually works is what makes the audit trail mean something.
Branches
An agency with several offices can limit what each one sees. Somebody assigned to a branch sees that branch's students; somebody unassigned sees all of them.
If this did not answer it, open a ticket from your workspace — it arrives with your account attached, so nobody has to ask you which agency you are. Support is included on every plan.