We have two short videos to help you manage who has access to your COREnology account. 

Before we begin, let’s define a few terms: 

 Advisor — An advisor is the person who is managing the process of sharing the COREteams links and printing the subsequent reports.  

  Client Sessions — A client session is the information about the client taking the COREnology assessment.  You’ll see on the left-side menu a option called All Client Sessions.  This is where you would go if you need to re-assign the advisor in charge of a client session.