Setting Up a Joint Program with a Team Member

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

• Set Up Team Member Permissions
• Add Your Team Member to the Program Group Chat
• Create Group Sessions in Your Program (Optional, Fixed-Date only)

Set Up Team Member Permissions

To allow a team member to co-run a program, they need access to the My Programs section of the Practitioner Portal.

To adjust/verify your team members' permissions:

1. Go to your My Team page.
2. Under Roles & Permissions, select Edit next to their role.
3. Scroll down to My Practice: Programs, and ensure the permissions are enabled as illustrated below:
   

If the program belongs to another team member, the team owner must ensure this team member has access to the correct programs.

Team owners can do this by following these steps:

1. Click on the Edit role button next to the team member's name. 
2. From there, enable permissions to the program owner's programs.
   Team owners can choose from the following options:
   
   
   
3. 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 Member To The Program Group Chat

To allow 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:

1. Go to My Practice > My Programs
2. Click Manage next to your program
3. Click the Chat tab on the left
4. Click the Add participants button
   
   
   
5. Select Add team members
   
   
   
6. Choose your team member(s) and click on the Select button to save your changes.

Create Group Sessions In Your Program (Optional)

If you plan on running group sessions, your team member can create sessions within the program. This will allow you to alternate group sessions if needed. This option is only available in a Fixed-Date program.

For more details, click here. 

To add sessions:

1. Go to My Practice > My Programs
2. Click Manage next to the program
3. Click the Sessions tab on the left
4. Select Schedule Session or use the red Fast Action Button to add group sessions
5. Select which practitioner will conduct the session
6. Enter the required session details and optional recurrence settings
7. Click Confirm to save your session(s)