This guide walks you through creating and managing a team in Rehab Guru: adding seats to your subscription, naming your team, choosing how your team shares content, and setting team-wide security and notification preferences.
1. Update Subscription to Add Team Members
Go to Account > Account & Organisation > Subscription.
Click View/Change Subscription.
Add the number of Additional Users you need. This is how many colleagues can be invited to join your team.
Click Update to confirm.
The Team page then shows how many seats are taken, for example "1 seats taken out of 8 available".
Adding additional users to your subscription
2. Create a Team
Go to Account > Account & Organisation > Team. The Team details tab opens.
Under General Team Settings, enter a Team name.
Choose your collaboration settings (see below).
Scroll to the bottom and click Save Team.
Naming your team on the Team details tab
3. Collaboration Settings: Enabling vs Enforcing
Under Collaboration & Security there are two switches, and it is important to understand the difference:
Enable team collaboration lets members choose to share what they create (clients, exercises, templates and information) with the team.
Enforce team collaboration shares all newly created content with the team by default, and puts your colleagues in each other's Diary. It does not change content that already exists; you can update the sharing settings on that content yourself, including sharing all your existing clients at once (see Setting Up Collaboration for your Team).
Choosing whether to enable or enforce team collaboration
With collaboration only enabled, team members do not see each other in the Diary, and the team's opening hours and bookings are not shown. Switch on Enforce team collaboration if your team shares a diary.
Content created for the team belongs to the team and cannot later be claimed by an individual user. If you plan to enforce collaboration, switch it on before you start creating content.
4. Manage Team Settings
As the team administrator or owner, you can also set these on the Team details tab:
Enable master account branding: team members inherit the styles and branding of the main account. Set your logo and colours in Account > Account & Organisation > Customise.
Enforce "Reply To:" settings for emails: overrides each user's setting, and lets you enter one email address that clients reply to.
Enforce Auto-Logout When Inactive: logs team members out after a period of inactivity (15 minutes, 30 minutes, 1 hour, 1.5 hours or 2 hours).
Enforce Password Expiration: makes team members change their password every 60 or 90 days.
Notification Preferences: choose which messages clients receive by default (Email Reminders, WhatsApp Reminders, Marketing Emails and WhatsApp Marketing messages). When team collaboration is enabled, these team settings apply to everyone and individual changes are turned off.
When you have finished, click Save Team.
5. Add Team Members
Add colleagues from the Team members tab. See Managing Team Members. To control what each person can see and do, give them a role from the Roles tab; see Creating Custom Roles for your Team.
6. Start Collaborating
Once your team is set up and members have accepted their invitations, they can start working together. What they can see depends on your collaboration settings and on any roles you have given them.