Welcome!
Course Workbook
IntakeQ Facebook Groups
Module 1: Getting Started
Module 2: Scheduling
Module 3: Billing
Module 4: Questionnaires and Consent Forms
Module 5: Notes and Journal Entries
Module 6: Office Management
Module 7: Advanced Tools & Integrations
Thank You!
Module 1.2 – Team Settings
Here we show you how to visit Home > More > Team to add practitioners, edit roles/levels of access, and adjust security settings.

Helpful links:
- Secuity policy: https://support.intakeq.com/article/154-configure-the-security-policy-for-your-organization
- Adding practitioners (and support staff): https://support.intakeq.com/article/16-multiple-practitioners
- Adjusting user permissions: https://support.intakeq.com/article/179-setting-user-permissions
- Admin only accounts: https://support.intakeq.com/article/191-administrator-only-account
- Disabling practitioner’s account: https://support.intakeq.com/article/18-how-to-disable-a-practitioners-account
- Changing the account administrator: https://support.intakeq.com/article/335-how-to-change-the-account-administrator