In this guide, we’ll walk you through the steps to create and manage a team on Rehab Guru. This includes updating your subscription to allow additional users, adding team members, setting collaboration preferences, and managing team permissions.
1. Update Subscription to Add Team Members
To start creating a team on Rehab Guru, follow these steps:
Navigate to the Account section of Rehab Guru.
Click on Subscription and then select View or Change Subscription.
From here, you can add the number of additional users required for your team. The number of additional users reflects how many colleagues can be invited to join your team.
After selecting the required number of users, click Update. Your subscription will allow you to add the corresponding team members.
Adding additional users to your subscription
2. Create a Team
Once your subscription has been updated, you can now create and manage your team:
Navigate to the Team filter on the left-hand side of the interface.
Add a Team Name for your group.
Once you've added a team name, click Save Team.
Choose from the available collaboration options to manage how your team will work together.
The team settings page
3. Collaboration Settings: Enabling vs Enforcing
It’s essential to understand the difference between Enabling Collaboration and Enforcing Collaboration:
Enabling Collaboration allows you to share client data with team members selectively. For example, you can choose to share:
Specific clients and their data.
Exercises or template programmes you’ve created.
Enforcing Team Collaboration automatically shares all client data and exercises with all team members. This option ensures that every piece of information and every client is immediately available to the entire team.
Updating collaboration settings
If you plan to enforce sharing, enabling this before you start creating content is strongly recommended.
4. Manage Team Permissions
As the team administrator or owner, you can manage additional team settings:
Account Branding: Customise your team’s logo and branding colours.
Security: You can enforce the auto-logout activity for security purposes and manage who clients can reply to when they receive emails from your team.
Password Reset: If required, enforce a mandatory password reset for your team members. You can toggle this feature on or off and specify the frequency (in days) for password resets.
Once you’ve finalised these settings, click Save.
5. Add Team Members
To add team members, please follow this article
6. Start Collaborating
Once your team is set up and your members have joined, they can immediately begin collaborating. Based on the collaboration settings you've enabled or enforced, team members will have access to client data, exercises, and any additional information shared within the team.