With our Team Plan, you can share services, forms, and other resources with team members to incorporate into their workflow. For example, you can share your "Discovery Call" service which team members can offer to clients, or share a template for team members to create session notes for their own appointments.
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
Team members have read-only access to shared resources unless granted permission to modify resources in your account.
With shared resources, any changes made will be applied to all team members the resource is shared with. For example, if you delete a resource that has been shared with all team members, this will then delete the resource for them as well.
Enabling Team Sharing
Team sharing can be enabled by clicking the More options menu (3 dots) next to the resource. Select Manage sharing from the options provided. For example, to share a form, go to your My Practice > Forms & Waivers page, then click the 3 dots next to a form and select Manage sharing:
- In the team sharing popup, select the desired access mode from the Share with... picklist:
The following sharing options are available:
- Private
- All team members
- Specific team members
- Specific roles - resource will be shared with team members who belong to specific roles - Save changes
Resources you've shared can be identified by the Shared tag as illustrated below:
Resources shared with you (from other team members) will display the owner of the resource:
Mass Sharing Resources
You can mass share your resources with team members by going to My Profile > My Team. Underneath your Roles & Permissions, you will see a Resource Sharing section. This will show a table of all the resources within the account, along with their shared status.
Click on one of the resource sections to expand and view a list of all of the resources within that section. The label beside the section name will show the overall share status of the resources, and when expanded, you will see individual labels for each resource.
You will also see a label next to a service if it was created by another team member.
Click Edit next to the section to adjust the share status of the resources within that section.
This will open a window where you can adjust the share settings for all of your services together or individually.
The Share all with… setting will allow you to edit the share settings for the entire section. If you would like each Service to have different share statuses, you will need to set the Share all with… setting to Custom.
Click Save to save your changes.
You can also adjust the share settings for all sections at once by clicking Edit all.
Clicking this will bring up a window where you can select which sections you would like to edit. Check off the sections you want to edit, and then it will take you through each one so you can adjust the share settings for the resources in each section.
Mass sharing can also be accessed from individual resource pages. For example, on the My Services page, you will see a share icon to the right of your service list. Clicking this will open the window that allows you to share each resource within this section.
Note: Mass sharing resources can only be accessed by the team owner, and will include resources owned by all team members.
Transferring Ownership of Resources
You can transfer ownership of resources from one team member to another. This function is available for Services, Packages, Forms, Note Templates, Protocol Templates, and saved Lifestyle Recommendations.
- Head to the resource page. For example, My Practice > My Services.
- Click the 3 dots for More Options near the top-right.
- Select Transfer Services, Transfer Packages, or Transfer Ownership.
- Select the receiving team member from the pick list under Transfer ownership to...
- Click the checkboxes in the pop-up beside any resources being transferred to the team member.
- Click Transfer.
Sharing Coupons
You can share coupons with other team members to use with their own products. Go to your Billing & Payments > Coupons section and follow the Enabling Team Sharing instructions above.
If your team member already has a coupon with the same code, their coupon will be applied to the product being purchased. Ensure your team member has deleted their coupon if you want the discount from the shared version to apply to your clients' purchases.