Program & User Management

Managing Users

• How do I add a new account admin?
• How do I add a new program admin?
• How do I delete a user?
• How do I update the permissions of existing users?
• How do I invite Program Admins in bulk?
• How do I invite Counselors in bulk?

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Managing Groups

• Manage User Caseload Using “Groups”
• Assign Counselors to a Group or Caseload
• How do I add a new counselor and assign groups?
• Overview of the Message User and Caseload Structure
• How do I create a new group_list for more than one contact?

Program Management

• Display Group Lists for Contacts in the Inbox
• How do I change a program's display name?
• How do I create new custom fields?
• How do I make a field read-only?
• How do I change a field's display name?
• How do I hide a field?

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