PERMISSIONS: thera-LINK Owners can edit all Roles, Providers can only edit Colleagues or Clients.
You assign a Role when you create a Staff Member, Colleague, or Client. A role can be edited or updated after set.
IMPORTANT: You will be charged a monthly fee per provider, unless you are on trial or the Basic Group plan with unlimited providers.
- Click People in left menu.
- Click on appropriate Staff, Colleague, or Client Profile.
- In Profile section, click Edit.
- Edit Role and click Save.