Welcome! Here’s a simple, step-by-step guide to help you get started with managing users in your account.
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.