Getting Started Guide for Account Owners

Step 1: Log In and Access User Management

• After you log in, look to the left side of your screen and click on "User Management".

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Step 2: Unassign Your License (If You’re an Admin Only)

• By default, your account is set up with an assigned "clinician" license. If you’re not working directly with students and are only an Admin, you can free up this license.
  • Click on “Admins”.

• Find your name, and click the toggle switch next to it.  

This will remove the clinician license from your account, freeing it up for someone else who may need it.
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Step 3: Adding Clinicians to the Program

• To add your clinicians:
  • Click on "+Add New User".

• Fill out the form that appears.

• If you have a large list of clinicians click “Import Users” next to the “+Add New User” button and upload a CSV file using the formatting provided.  

• When assigning roles:
  • Admins can add and remove users and manage settings.
  • Clinicians have access only to their students and caseload.

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Step 4: Checking the Status of Your Users

• Once you’ve added clinicians, they’ll receive an email to register their account, just like the one you received.
  • Pending Invites: Shows users who haven’t finished registration yet.

• Licensed Users: Lists all registered users. If you select a clinician’s name, you’ll see a dropdown of all the students assigned to them.

And that’s it! With these steps, you’ll have a quick start to managing your team.