How to add Team Members to a Learner's Team

How to add Team Members to a Learner's Team

Click on the 'Learner' tab on the left menu and find your Learner.



You can access the Therapist Team on this quick link or within the Learner's Account under the 'Team" tab.




There are 3 roles within each Team:
  • Clinical Supervisor-assign one Clinical Director
  • Program Supervisor-assign one Clinical Director OR Behavior Analyst
  • Therapist-assign any Team Member type of account

Drag and drop team members from "Available Team Members' on the left to the appropriate roles on the right. As soon as the team member id on the right he/she will be able to see the Learner and be scheduled with the learner.

Therapists have restricted use of Web Admin and are only able to view the Learner's assigned to them.

If you have a substitute Therapist, you may wish to remove them from the team after they completed their session. Otherwise, they will continue to see that Learner's Information on the web adm


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