--- title: How to Manage Sales Counselors on Contracts description: Learn how to add, manage, and remove multiple sales counselors on contracts, including permission rules and reporting behavior. --- [Skip to content](https://support.webcemeteries.com/how-to-manage-sales-counselors-on-contracts#main-content) [Submit a Request](https://support.webcemeteries.com/kb-tickets/new?hsLang=en) [![webcemeteries-logo](https://support.webcemeteries.com/hs-fs/hubfs/file-logo.png?width=400&height=67&name=file-logo.png)](https://support.webcemeteries.com/?hsLang=en) Open main navigation Close main navigation - [Submit a Request](https://support.webcemeteries.com/kb-tickets/new) How can we help you? - There are no suggestions because the search field is empty. 1. [webCemeteries Knowledge Base](https://support.webcemeteries.com/?hsLang=en) 2. [Management](https://support.webcemeteries.com/management?hsLang=en) 3. [Contracts Module](https://support.webcemeteries.com/management?hsLang=en#contracts-module) # How to Manage Sales Counselors on Contracts We’ve upgraded the **Contracts module** to give you greater flexibility in managing your sales team. Previously, only one sales counselor (the contract creator) could be assigned to a contract. Now, you can assign **multiple sales counselors** to a single contract, improving collaboration, visibility, and reporting. ### What’s New? - **Multiple Sales Counselors per Contract** You can now assign multiple users as sales counselors on a contract. - **Dynamic Counselor Assignment** Users will **automatically be added** as a sales counselor if they: - Create the contract - Change the status of the contract - **Permission-Based Access**  - Any sales counselor with the `Contract: Write-Mine` permission can edit the contract. - Users **removed** as counselors lose access to edit unless they have the `Contract: Write-All` permission. - See this article on [Understanding and Managing User Roles](https://support.webcemeteries.com/hc/en-us/articles/5820931722395-understanding-and-managing-user-roles?hsLang=en) to understand permissions and how they are assigned. - **Reporting & Search Behavior** - Removing a sales counselor will: - Exclude them from **contract-related [reports](https://support.webcemeteries.com/hc/en-us/articles/20494146426267-new-reporting-module?hsLang=en)** - Prevent the contract from appearing when searching by that Sales Counselor in the Contract's search. --- ### Managing the Sales Counselors in a Contract ### Step 1 [Search for an existing contract](https://support.webcemeteries.com/hc/en-us/articles/5643839331739-how-to-search-for-contracts?hsLang=en), or, [create a new contract](https://support.webcemeteries.com/hc/en-us/articles/12088799256603-how-to-create-a-contract-in-management?hsLang=en). ![](https://support.webcemeteries.com/hs-fs/hubfs/image-png-Aug-02-2025-06-26-48-1016-PM.png?width=670&height=807&name=image-png-Aug-02-2025-06-26-48-1016-PM.png) ### Step 2 ##### The **Sales Counselors** section is located at the **very bottom of a contract**, beneath the **Documents** section. ![](https://support.webcemeteries.com/hs-fs/hubfs/image-png-Aug-02-2025-06-28-57-7089-PM.png?width=670&height=237&name=image-png-Aug-02-2025-06-28-57-7089-PM.png) --- ### Step 3 ##### Add a Sales Counselor 1. Click **Add Counselor**. ![](https://support.webcemeteries.com/hs-fs/hubfs/image-png-Aug-02-2025-06-32-12-2718-PM.png?width=670&height=142&name=image-png-Aug-02-2025-06-32-12-2718-PM.png) 2. Search for a user by **name or email**. ![](https://support.webcemeteries.com/hs-fs/hubfs/image-png-Aug-02-2025-06-35-17-4697-PM.png?width=670&height=389&name=image-png-Aug-02-2025-06-35-17-4697-PM.png) 3. Select the user you’d like to add. ![](https://support.webcemeteries.com/hs-fs/hubfs/image-png-Aug-02-2025-06-35-32-0439-PM.png?width=670&height=388&name=image-png-Aug-02-2025-06-35-32-0439-PM.png) **Note** The creator of the contract is automatically listed as a Sales counselor. Any user who edits the [status](https://support.webcemeteries.com/hc/en-us/articles/5644146235931-updating-contract-status?hsLang=en) of the Contract will Automatically be added as a Sales Counselor. --- ### Step 4 ##### Removing a Sales Counselor 1. In the Sales Counselors card, find the user(s) you want to remove. 2. Check the box next to their name. 3. Click **Delete**. ![](https://support.webcemeteries.com/hs-fs/hubfs/image-png-Aug-02-2025-06-37-54-0532-PM.png?width=670&height=166&name=image-png-Aug-02-2025-06-37-54-0532-PM.png) **Note** Removing a counselor revokes their ability to edit the contract (unless they have the `Contract: Write-All` permission), and removes them from contract reports and searches. - [Getting Started](https://support.webcemeteries.com/getting-started?hsLang=en#main-content) - [User Management Overview](https://support.webcemeteries.com/getting-started?hsLang=en#user-management-overview) - [Settings Overview](https://support.webcemeteries.com/getting-started?hsLang=en#settings-overview) - [Management](https://support.webcemeteries.com/management?hsLang=en#main-content) - [Access and Usability](https://support.webcemeteries.com/management?hsLang=en#access-and-usability) - [Arboretum Module](https://support.webcemeteries.com/management?hsLang=en#arboretum-module) - [Books Module](https://support.webcemeteries.com/management?hsLang=en#books-module) - [Contacts & Customers Module](https://support.webcemeteries.com/management?hsLang=en#contacts-customers-module) - [Contracts Module](https://support.webcemeteries.com/management?hsLang=en#contracts-module) - [Deceased Module](https://support.webcemeteries.com/management?hsLang=en#deceased-module) - [Documents Overview](https://support.webcemeteries.com/management?hsLang=en#documents-overview) - [Dynamic Forms Overview](https://support.webcemeteries.com/management?hsLang=en#dynamic-forms-overview) - [Locations Module](https://support.webcemeteries.com/management?hsLang=en#locations-module) - [Maps](https://support.webcemeteries.com/management?hsLang=en#maps) - [Memorials Module](https://support.webcemeteries.com/management?hsLang=en#memorials-module) - [Ownership Module](https://support.webcemeteries.com/management?hsLang=en#ownership-module) - [Payment Processing](https://support.webcemeteries.com/management?hsLang=en#payment-processing) - [Reports](https://support.webcemeteries.com/management?hsLang=en#reports) - [Reservations Module](https://support.webcemeteries.com/management?hsLang=en#reservations-module) - [Work Orders Module](https://support.webcemeteries.com/management?hsLang=en#work-orders-module) - [Invoices](https://support.webcemeteries.com/management?hsLang=en#invoices) - [Passare](https://support.webcemeteries.com/management?hsLang=en#passare) - [Sales](https://support.webcemeteries.com/sales?hsLang=en#main-content) - [General Access in Enterprise Sales](https://support.webcemeteries.com/sales?hsLang=en#general-access-in-enterprise-sales) - [Contracts in Enterprise Sales](https://support.webcemeteries.com/sales?hsLang=en#contracts-in-enterprise-sales) - [Reservations in Enterprise Sales](https://support.webcemeteries.com/sales?hsLang=en#reservations-in-enterprise-sales) - [Searching in Enterprise Sales](https://support.webcemeteries.com/sales?hsLang=en#searching-in-enterprise-sales) - [Public Tools](https://support.webcemeteries.com/public-tools?hsLang=en#main-content) - [Remember My Journey](https://support.webcemeteries.com/public-tools?hsLang=en#remember-my-journey) - [Mobile App](https://support.webcemeteries.com/public-tools?hsLang=en#mobile-app) - [Tours](https://support.webcemeteries.com/public-tools?hsLang=en#tours) - [Forever Plot](https://support.webcemeteries.com/public-tools?hsLang=en#forever-plot) - [Uncategorized](https://support.webcemeteries.com/uncategorized?hsLang=en) - [Website Integrations](https://support.webcemeteries.com/website-integrations?hsLang=en) [![file-logo](https://support.webcemeteries.com/hs-fs/hubfs/file-logo.png?width=400&height=67&name=file-logo.png "file-logo")](http://webcemeteries.com) 277 Fair St., Suite 1, Kutztown, PA 19530 [mailto:support@webcemeteries.com](mailto:support@webcemeteries.com) Copyright © 2024, webCemeteries ™