From the Navigation Bar, select Team Manager.

Select the + New Team Manager button

Complete the required fields:

• First Name
• Email Address

IMPORTANT: While other fields are not required it is important to also add that information for accurate documentation and billing.

• Set the Time Zone. 

IMPORTANT: This time zone will set how the hours are displayed in Calendar iQ, and will set the time zone when scheduling new events.

• Assign the Role

• Assign the Permissions

NOTE: Every role has default permissions, however, you can customize the permissions for most roles except for Biller and Intern

Click here to learn more about Roles and Permissions.

Select Save once done.

A Welcome Email will be sent to the new user.

From here, they will simply need to click on the link to create a custom password and then log in to the Provider Website: https://www.therapyiq.app/auth/login

Users are able to edit their own profile by selecting the Profile option as shown below:

You can activate or deactivate users at any time by navigating to their profiles and switching the Active toggle on or off.

IMPORTANT: Changing the status of a user does not automatically update your Subscription. Make sure you are making this change if necessary. See the related article for more info about Managing your TiQ Billing.