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