Adding Team Members
Creating and Managing a Team Account
Creating a team account is beneficial for clinics or practices as it allows you to manage all team members under one account. This approach is not only more cost-effective compared to maintaining multiple individual accounts but also simplifies administration.
Availability: This feature is available exclusively on the team plan.
Managing Your Team:
To manage your team members, navigate to the team tab. Here, you can view all team members, add new ones, or remove existing members. Please note, only administrators have access to these management features.
Team Owner Role: The team owner, also known as the Admin, is typically the person who created the account initially. This individual has the ability to add or remove members.
Note: Should you need to transfer the Admin role to another team member, contact us, and we'll facilitate the transition smoothly.
Adding Members:
As an administrator, you can add members by clicking the "Add Member" button. Enter their full name and email address, and specify their role (admin or member). After entering their details, click "Send Invitation." An invitation email will be sent to them, which includes their sign-in credentials.
Note: New members do not need to create a new account; they sign in with the email used to receive the invitation. Upon their first sign-in, they will be prompted to accept the invitation, after which they will officially become a member of the team and gain access to shared recipes and templates.
Removing Members:
Administrators can request the removal of unconfirmed or existing members by contacting us. This is useful if an invitation was sent in error, or if a member leaves the organization.
Please note: Removing a member does not delete their data. If you wish to erase a member's data entirely from our system, further action is required—please get in touch with us.
Changing the Team Admin:
If a change in team administration is required, please reach out to our support team.
Admin Permissions:
A team can have multiple admins. Admins have the ability to:
- Invite and remove team members
- Share recipes and meal plan templates
- Access chat history and the team's clients, including their records, meal plans, and nutrition data
- Reassign clients to different members (feature coming soon)
- Upgrade and downgrade plans
- Update company details
This structured approach ensures that team accounts are managed efficiently and securely, enhancing your practice's operational effectiveness.
For any further assistance or to make administrative changes, please contact our support team. 👍