Setting Up a Joint Program with a Team Member

In this article:

• Before You Begin
• Step 1: Enable Program Permissions for the Team Member's Role
• Step 2: Set Advanced Team Member Access for Programs
• Step 3: Add the Team Member to the Program Group Chat
• Step 4: Set Up Group Sessions (Optional)

Before You Begin

• You must be on a Plus or Team plan to use Programs.
• The team member must already be invited to your practice and have an assigned role. Learn more about Inviting and Managing Team Members →
• You do not need to create the program before completing this setup. Permissions and access can be configured in advance. Learn more about Working with Programs →

📍 Note: Plus plan includes Fixed-Date programs only. Team plan includes all program types: Fixed-Date, Evergreen, and Self-Paced.

Step 1: Enable Program Permissions for the Team Member's Role

To allow a team member to co-run a program, their role must include access to the My Programs section of the Practitioner Portal.

1. Go to your Settings > My Team.
    
2. Under Roles & Permissions, click Edit next to the team member's role.
   
    
3. Locate My Practice: Programs and enable the following permissions:
   
   • View
   • Create, Modify
   • Manage Enrollments
      
4. Enable Delete if you want the team member to be able to remove program content.
    
5. Click Submit at the bottom corner of the pop-up to save.

Step 2: Set Advanced Team Member Access for Programs

By default, team members can only access their own resources. To allow a team member to contribute to another practitioner's program without granting broad access to all of that practitioner's settings and client data, use the Advanced team member access option.

1. On your My Team page, click Edit Role next to the team member's name.
   
    
2. Under Team member access, select Advanced.
   
    
3. From the Adjust permissions for picklist, select the program owner's name.
   
    
4. Enable access to My Practice: Programs > View, Create, Modify, and Manage Enrollments, at a minimum.
   
    
5. Click Update to save.

💡 Tip: Advanced access lets you scope exactly what a team member can see and do within another practitioner's account. Sections you don't enable remain private to that practitioner.

Learn more about Understanding Team Member Access to Client Work →

Step 3: Add the Team Member to the Program Group Chat

To allow the team member to participate in and help manage conversations with program participants, you'll need to add them to the program's group chat. This step is required for the team member to see and respond to group chat messages.

Learn more about Adding Group Chat to Programs → 

1. Open the program and go to the Group Chat section.
   
    
2. Click the Add participants button and select the team member from the list. Team members appear at the top of the list, followed by client tag groups and clients.
   
    
3. Click Done to save.
   

Step 4: Set Up Group Sessions (Optional)

If your program includes group sessions, a team member can create sessions within the program, allowing you to alternate facilitation as needed.

Learn more about Setting Up Group Sessions for Fixed-Date Programs → 

The Service you use for Group Sessions may need to be shared among team members for other team members to create the sessions in the program.

Learn more about Sharing Resources with Team Members → 

📍 Note: Creating group sessions within a program is only available in Fixed-Date programs.