Therabyte Support

Questions answered in this article:

• How do I assign a manager role?
• How to add the practitioners to a specific manager and their member categories?
• Does a manager have access to the client of other practitioners (e.g. notes)?

Related articles:

• Adding a new clinic user ()
• Notes Settings
• Adding an owner
• Removing a clinic user

What Can a User with the Manager Role Do?

• The Manager Role in Therabyte is designed for managers overseeing practitioners. This role ensures managers can access clinical notes for visibility, even if they are not directly assigned to a client.

How to Assign the Manager Role

1. Navigate to Crews
   • Go to My Office > Under Management > Crews.
     
     
2. Select an existing crew or create a New Crew.
   
3. Assign a Manager
   • Select an existing crew and click the (+) button to add the manager.
   • To create a new crew, follow our How to create a Crew within my clinic guide.
     

Additional Settings for Managers

• Enable Note Visibility

1. Go to Settings > Notes.
2. Adjust the visibility settings to allow manager access.
   

NOTE: By default, only practitioners assigned to a client can view the client’s notes. To enable managers to view these notes without being assigned:

• Adjust the settings to grant manager access in the note visibility configuration.