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

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 Therapists.
You will assign users into these roles.

Using this page effectively is required to enable certain dashboard analytics.

You can assign one Clinical Director as a Learner's Clinical Supervisor. This user Supervises the Learner and the Team.

The Program Supervisor is the one who is responsible for the programming of the Learner. You can assign Clinical Director or Behavior Analyst accounts only.

Therapist - This is the team of therapists who will be working with this Learner.

To add Clinical Supervisor and Program Supervisor you will drag and drop the users to their appropriate roles.
For Therapists, you can drag and drop OR you can press the Add button

As soon as you have added a Team member to a Learner's team, she will have full access to that learner, based on the user's type of account.

© 2012 – 2024 Portia International Inc.


    • Related Articles

    • 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 ...
    • Setting up your Portia Account - Clinic Owner - My Profile

      In this article, we will discuss how to enter your profile information. You can watch the video or follow the steps below Let’s start by setting up your Profile When you first log in, you will be brought to the main Dashboard. On the Left Menu, click ...
    • Setting up a Portia Support Account in your Clinic

      In this article, we will add a Team account for Portia Support. This will allow Portia Support to log into your Portia Instance and help you will hands-on Support questions. You can make the account inactive at any time. To create a Team Account, go ...
    • 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.
    • How to make a Team member Inactive

      In this article, we will discuss how to make a Team Member Inactive. You can watch the video or follow the steps below Go to the Team Member. On the Team member’s Profile Page go to the toggle button labelled Active Team Member. Click on it to change ...