Team members receive an email invitation with a “Join Now” button. Upon clicking, they create a password and log into […]

To invite a team member, provide their first and last name, phone number, and email address. Choose a role for

Each role in team management is tailored to specific access and limitations, with the exception of the Administrator Role and

Team management comprises four distinct roles, each tailored to specific responsibilities: This role is for a user that sees clients

Team management is a centralized hub where administrators oversee all team members, including providers, staff, and administrators. Access to team