Providing detailed instructions and information on various functionalities, settings, and processes within the platform, specifically tailored for administrative tasks. This document is designed to help Org Admins effectively manage user accounts, practitioners, groups, settings, and applications within their organization.

Sections Covered:

• Accessing Your Account: This section provides instructions on how to log in, manage passwords, and select or switch between different profiles.

• User Settings: This section covers the configuration and management of personal user settings, including team member management.

• Navigation: This section describes the layout and navigation elements of the system, helping administrators understand how to move between different sections and find the information they need.

• Practitioners:

  • Practitioner List View: This section explains how to view and manage the list of practitioners within the organization.

  • Filters: This section details how to use filters to refine the practitioner list for easier management.

  • Adding a Practitioner: This section provides instructions on how to add new practitioners to the organization.

  • Practitioner Profile: This section explains how to view and manage practitioner profiles.

• Groups: This section covers the management of groups, including adding, editing, and deleting groups.

• Settings: This section details the configuration and management of organizational settings.

• Applications: This section details the management of configured applications, including filtering, pausing, and closing applications.