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Adding Team Level Users

This reviews how to add a team-level user.

Niki Budd
Updated by Niki Budd

Adding Team Level Users - Legacy

Adding a Team Level User (typically a coach) allows them to easily monitor their active roster. It also provides a HIPAA compliant space for the athletic trainer to communicate with the coach via the injury timeline or chat feature.
Video Tutorial:
Step-By-Step Tutorial:
  1. Log in to Healthy Roster, and select the Teams tab from the left navigation.
  2. Click the three dots to the right of the team, and select Manage Users
  3. Select Invite User to Manage This Team
  4. Fill out information, and select a role
  1. When finished, click Send Invite

Adding Team Level Users - 2.0

Adding a Team Level User (typically a coach) allows them to easily monitor their active roster. It also provides a HIPAA compliant space for the athletic trainer to communicate with the coach via the injury timeline or chat feature.
Video Tutorial:

00:00: Hi, this is Niki from Healthy Roster and this tutorial is going to walk you through adding Team level users. Team-level users are typically a coach. It allows them the ability to monitor their active roster easily and also provides a HIPAA-compliant space for their athletic trainers to communicate with the Coach via the injury timeline or chat feature. 00:21: There are two ways that you can add team-level users. One of which is from the team's tab on your left navigation or from the organizational page. Here I am in the organization and I can select team. 00:35: Now select the three dots to the right of the team you wish to add a user to. 00:41: Now select manage users 00:44: Now select add 00:47: You will then be prompted to input the user's email, first name, and last name. 00:53: Next, select the roll for this user. 00:56: You will then check the box if you'd like this user to be an administrator for the team. Granting administrator access to the team increases this user's ability to view patient profiles 01:09: Select okay when you're ready to send the invitation to this team level user 01:14: While your imitation is still pending acceptance it will sit under the invitations tab for this team 01:21: Once your T-Mobile user has accepted their invitation you will see them listed under direct access 01:28: If you need help or have more questions please visit the help tab on your last navigation or reaches directly help that healthy roster.com

Step-By-Step Tutorial:
  1. From your Organization's page select Teams
  2. Click the three dots to the right of the team
  3. Click Manage Users
  4. Select Add
  5. Fill out the desired information
Please note: Granting Administrator access to the Team User increases the access to the patient profile for the user. For more information, visit our Capabilities and User Access HelpDoc.
  1. Select OK

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Inviting Primary Users (App)

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