With a Team Plan, you can share services, forms, and other practice resources with team members so they can incorporate them into their own client work. Shared resources become available to your team automatically — no action required on their end.
In this article:
What Can be Shared
The following resources can be shared with other team members:
- Services
- Packages
- Coupons
- Forms
- Disclaimers
- Note Templates
- Protocol Templates
- Module Templates
- Task Templates
- Lifestyle Recommendation Templates
- Insurance Codes
- Snippets
- Supplements
📍 Note: Resource sharing requires that all team members are on the same Team Plan. If you need to share programs, forms, or note templates with practitioners outside your team, you can do so using a sharing access code.
How Sharing Works
Once you save sharing settings, the resource becomes available to the selected team members immediately.
By default, team members have read-only access to shared resources. Whether a team member can edit or delete a shared resource depends on their assigned permissions. Learn more about roles and permissions →
Changes apply to everyone. Any edits you make to a shared resource are reflected for all team members it's shared with. If you delete a shared resource, it's removed from their accounts as well.
Changing sharing settings takes effect right away. If you update a resource from "All team members" to "Private," it disappears from team members' accounts immediately.
⚠️ Important: If a team member is removed from your team, what happens to their resources depends on how their account is deactivated. Resources owned by archived or deactivated team members remain in the portal and can be transferred to an active team member. Resources owned by deleted team members are permanently removed. Learn more about managing team member accounts →
Enabling Team Sharing
You can manage sharing settings for any resource directly from its resource page.
📍 Note: For example, to share a form, go to My Practice > Forms & Waivers, click the More Options menu (3 dots) next to the form, and select Manage sharing.
- Click the More Options menu (3 dots) next to the resource.
- Select Manage sharing.
- In the Manage Sharing pop-up, select an option from the Share with... dropdown:
- Private — not shared with anyone
- All team members — shared with your full team
- Specific team members — shared with selected individuals
-
Specific roles — shared with team members assigned to specific roles
- Click Save changes.
Resources you've shared display a Shared tag. Resources shared with you by other team members display the resource owner's name.
💡 Need to share many resources at once? Use the Mass Sharing tool to manage sharing settings across all resource types from a single view. Learn more about mass sharing resources →
Sharing Coupons
You can share coupons with team members so they can apply discounts to their own client purchases.
- Go to My Practice > Billing & Payments > Coupons tab.
- Follow the Enabling team sharing steps above.
⚠️ Important: If a team member already has a coupon with the same code, their version takes priority. To ensure the shared coupon discount applies to your clients' purchases, ask your team member to delete their existing coupon with the same code first.