Running Joint Programs With Team Members

If you're on the Team plan and you would like to run a joint program with a team member, there are a few things that you'll want to configure.

• Set Up Team Member Permissions
• Add Your Team Member to the Program Group Chat
• Create Group Sessions in Your Program (Optional)

Set Up Team Member Permissions

In order for a team member to co-run a program, they will need access to the My Programs section of the Practitioner Portal. 

To adjust/verify your team members' permissions, navigate to your My Team page. Under Roles & Permissions select Edit next to their role, scroll down to My Practice: Programs, and ensure the permissions are enabled as illustrated below:

Next, the team owner will need to ensure that this team member has access to the correct programs. If the program belongs to this particular team member, no adjustments need to be made on their behalf. 

If the program belongs to another team member, the team owner will need to ensure that this team member has permission to access the program owner's programs. 

Team owners can do this by clicking on the Edit role button next to the team member's name. From there, they can enable permissions to the program owner's programs. Team owners can choose from the following options:

If the Advanced option is selected, the team owner will need to select the program owner's name from the Adjust permissions for... dropdown and ensure that the required permissions are enabled under My Practice: Programs.

This allows the team member to assist in creating modules and adding clients to the program.

For more information on team member permissions, click here.

Add Your Team Members In The Program Group Chat

If you want your team member to participate in conversations with program participants, add them to your program group chat. 

To add a team member to your group chat, go to My Practice > My Programs, click Manage next to your program, click the Chat tab on the left and click the Add participants button as shown below.

Next, you will see this pop-up, select Add team members, and select your team member.

Choose your team member and click on the Select button to save your changes.

Create Group Sessions within your Program

If you plan on running group sessions for your program participants, your team member can create group sessions within the program. This will allow you to alternate group sessions if needed. 

To add sessions within your program go to My Practice > My Programs, click Manage next to the program, and click the Sessions tab.

By selecting Schedule Session or using the red Fast Action Button you can add group sessions to the program. After selecting Schedule Session, you will be prompted to select which practitioner will conduct the session.