How to add Team Members to a Learner’s Team

You can add as many Team Member's as you wish a to a Learner's team.

• Related Articles

• 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 ...

• How to add a Team (Staff) Member

  Portia has various Account Types, each with its own unique permission settings. See file: Permission Matrix.xlsx attached to this article to determine which account type is best suited for your Team. Prior to creating a Portia Team account, please ...

• How to Add Learner(s)

  Learners can be entered one at a time or you can import a list in a csv file. First, let’s see how to add a Learner one at a time. Go to the Learner page. Press Add New Learner Enter the first name, last name. Choose a Learner Level. The options are ...

• How to add a Team Member to a Learner's Team, what the roles mean

  In this article, we will discuss how the Learner's Team and what the roles mean. To begin, each Learner has their own Team. Let's look at the Learner's Team Page. The Team is comprised of 3 roles: Clinical Supervisor, Program Supervisor, and ...

• Team Forms

  Click on “Settings” and then “Forms”. When choosing form type, you will notice the addition of a “Team” as an option. This is the new team form that will populate within a Team Members profile. After providing the form with a name and choosing Team ...