Staff Account Settings
How to manage administrator & practitioner profiles, data privacy & security controls, and other staff management tools.
Administrators
- What Does Administrator Level 2 Access Mean?
- Administrator Basic Profile Checklist
- How to Create an Administrator Profile
- Administrator Profile Login Tab
- Administrator Profile Availability Tab
- Administrator Profile Documents Tab
Privacy & Security Controls
- How to Set Up User Types
- How to Set Up User Types
- How to Set Up User Types
- How to Create Practitioner Profiles
- How to Set Up an Administrator Profile
- How to Grant Access to View other Practitioner's Charts?
Practitioners
- Practitioner Basic Profile Checklist
- How to create a Practitioner Profile
- Practitioner Profile Login Tab
- Practitioner Profile Documents Tab
- Practitioner Profile Specialties
- Practitioner Profile Dashboard Schedules 🎥
Staff Management Tools
- Staff Profile Overview 🎥
- How to Add a New Staff User
- What distinguishes Administrator, Practitioner and Employee profiles?
- How to Set Up and Track Staff Commissions
- How to reset a staff's Profile Password
- How to Create and View Pending Staff Vacation & Time Off Requests