Management of users is available to both Account Managers and Supervisors within a Practice Plan. This feature allows you to add new team members, adjust their roles, monitor usage, and keep your practice account organised.
From the top navigation bar, click on Account located in the top right of your screen.
When in your account In the left-hand menu, select Users.
You will now see the User Management screen (shown below)
The User Management screen provides a full list of all users in your Practice Plan, including key details for each:
Name and Email – identifies the user.
Role – either Account Manager, Supervisor, or Practitioner.
Plan – the plan the user is on (e.g., Psychometrics, Pro, Pro Plus, Platinum).
Pro Actions – the number of Pro Actions a user has completed in the current calendar month.
On this screen, you can perform the following actions:
Click Add User.
Enter the required details (name, email, role, and plan).
Click Save. The new user will receive an invitation email.
Locate the user to remove in the User Management section above
Click the Delete button (bin/trash icon).
Confirm the deletion. (
Note: Deleted users lose access immediately. Their historical data remains securely stored on the central account)
If you’d like to make changes to the Account Manager (eg. deleting or swapping the role with another practice user), kindly contact our support team at [email protected]
