This video/article will show you how to invite new team members, additional coaches, or admins (whatever you may call them) to your Heads Up Pro Account.
Note: It's super easy! 😃
If at any point you have questions, please reach out to our support team by email or by using the little blue circle with the white smiling message icon in the lower right corner of the app.
This article was updated on June 25, 2021. If you see any discrepancies or anything that needs to be updated, edited, or if you just want to leave us some feedback, let us know.
The Written How-to
Step 1: From the Clients table on the Pro side of your account press the drop-down in the top left corner located under your account name, press Pro Account, press Users to get to the Pro Account Users page, navigate to the right side of the screen and press Invite Team Member:
Step 2: Add the invitees desired email address, adjust the message if you'd prefer, and press Invite:
Step 3: Success!
You will receive a message that the invitation has been sent successfully.
The new Team Member will now appear on the Pro Account > Users page as Pending with the option to Resend Invite if necessary:
Step 4: The newly added Team Member will get an email invite and will have to press Accept Invitation:
Disconnecting a Pro Team Member
If you need to disconnect a team member for any reason, it can be done quite easily.
Head over to the Pro Account > Users page, find and press the Trash Can Icon in the top right of the Team Members tile you'd like to disconnect, and press Yes, and you will see a Success! Message:
Setting Up Security Tags
I some instances, you only want certain practitioners to see certain clients.
For more on how to set up Security Tags, please read the article:
If you have questions or things didn’t work out as planned, please reach out to us at firstname.lastname@example.org or use the little blue circle with the white smiling message icon in the lower right corner of the app, and we will be more than happy to help.