Set up the Management dashboard

Clinic admins choose who sees the Management dashboard and what managers can do. Go to Clinic Settings → Management. Every change saves on the spot, and the Saved message has an Undo button.

Who sees it

• Clinic admins: always.
• Management groups: pick one or more groups. Their members see the dashboard, and team forms sent to these groups show on it as "to management".
• Also these people: add anyone else who should see it.

Tap Open the Management dashboard to see it yourself.

What managers can do

These switches control what managers can do on the Team tab:

• Edit names and job titles (on to start)
• Put people in groups (on to start). Managers can never add people to management groups.
• Invite new staff (on to start). New people always join as staff.
• Sign-in help (on to start): reset links, temporary passwords and clearing a PIN
• Deactivate and reactivate (off to start)

Check-ins & pulse

• Set Due for a check-in after to how many days can pass before someone shows on the Check-ins card.
• Under Check-in templates, click New template (or Edit on one you have). Give it a name, add questions with + Question, and set each one to Written or 1–5 rating. Click Save template. The trash icon removes a template.
• Turn on Ask the team each week for an anonymous team pulse. Set The question, and choose whether people can add a comment. Results only show once 3 or more people answer.

Sections

Switch whole sections of the dashboard off for everyone, such as QA by person (names, coaching) or Schedule requests.

Related

• The Management dashboard