Therabyte Support

In this comprehensive guide, we will walk you through the process of effectively managing Office Admin Users with easy-to-follow, step-by-step instructions.

Questions answered in this article:

• How can I set up a user as an Office Administrator within my clinic?

• Do I need to create a new user account if my admin is also a practitioner?

View the instructional video(s) on this topic below:

• How to set up an Office Administrator within Therabyte (2 min video)

Related articles:

• Adding a new Clinic User (Practitioner)

• Adding a Practitioner student

• Upgrading a student account to a Practitioner

Important Note:

• An Office Administrator role can ONLY be created or added by the Owner of the clinic.

• An existing practitioner can have the added role of Office Admin,  to increase their access to management features of Therabyte within your clinic. To add the role of “Office Admin” to the Practitioner, follow steps #4-8.

Access permitted by adding the Office Admin role to a Clinic User includes:

• The My Office menu

  • manage and create schedules of Practitioners, 

  • manage the waitlist and discharged Clients, 

  • access and mark attendance of Clients' notes and events.

• Management menu - can create Clinic Users, Students, Teams, and access Raw Data Reports.

Note: Assigning or removing roles such as “Office Admin” is only applicable for the Owner. The photo below does not have an Edit button beside the application role (If logged in as an Office Admin)

• Practice Setup menu - can access & manage almost all tabs except the Settings and Logs tab which is strictly for Owners only.

To set up an Office Admin User

1. Go to the Clinic Users Page by clicking the Clinic Users Tab in the Management menu from the top left corner. 

2. To create an office administrator role, click the New Staff button on the top left of the Clinic Users page.

3. Notice the User Modal will show up. Fill in the necessary fields of the user on the following tabs: 

Note: Read this article for more information: Adding a new clinic user - practitioner

1. Account Tab - personal information of the new staff/user

Note: Make sure to fill in the “Email” custom field

2. Password Tab - create a temporary password for the office admin

Note: The user can reset the temporary password given to them once they login to the clinic portal

3. Clinic Tab - assigning a user his/her department, title, and role to access certain features within the clinic.

Note: In this case, you will assign the user the role of “Office Admin” (more explanation on the next steps)

4. Clients Tab - this will show up once the new user has been created. This allows a practitioner to view the clients assigned to them

4. Select and click the Clinic Tab on the User modal.

5. Scroll down and click the Edit button seen beside the Application Role section.

6. To assign the Office Admin role to a new user, check the Office Admin checkbox.

Note: The default role of a user is Practitioner and Telepractice hence the boxes are checked. In case the user’s role in the clinic is for admin only - uncheck the Practitioner and Telepractice role.

7. Click the Done button beside the Application Role section.

8. To save a new user/role assigned to an existing practitioner, click the Save button below the modal.