How do I make a user a Supervisor or Administrator?

  • Click the hamburger icon, then click Admin, then Users
  • Search for the employee, or click Search for a list of all active employees
  • Choose the employee by clicking their name
  • Click the Edit Record button at the bottom
  • Under “Organization Structure” click the box next to the “Position” text box
  • Choose Supervisor, Practice Manager, or Practice Owner as appropriate
  • Click Save

NOTE: The user may not have access to any admin or managerial functions until they have employees assigned to report to them.

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