Invite or Assign Other Users 'Manager' Status

Any user can be assigned Manager status by another Manager.

  1. To do this, find the user you wish to assign Manager status in the User list. Click on their name to open the user dashboard.

  1. Once inside the user dashboard, click on the green pencil by the user's name.

  1. Select "Practice Manager" to enable Manager status. If you are not a Manager, you will not see this box.


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