How do I manage a team account?
Teams have one owner and multiple members. Each clinician in the team is given their own login and is licensed to use and share resources with their clients for as long as your account is active. We know teams change so it’s easy to assign and reassign logins via your admin control panel. Team accounts can be created for any size (min 10 users). They are easy and quick to set up, administer and use.
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How are team accounts managed?
Your team nominates one person to administer your Psychology Tools team account. That person can add and remove team members from their account dashboard. Follow the instructions below to add new team members to your account.
Adding new team members to your account
1. Login to your account and click on the Team tab
2. Under the ‘Invite a new Team Member’ section enter your team member’s details and click ‘Send Invitation’.
You should then see a popup confirming that it has been sent.
3.1. If the user does not already have a Psychology Tools account, they will receive an email prompting them to register with us like below:
3.2. If the user already has a Psychology Tools account, they will receive an email prompting them to login and accept or dismiss the invitation:
4. You can see which of your team have accepted your invitation under the ‘Team Members’ section and which members have not under the ‘Pending Invitations’ section of your team dashboard.
5. Registered team members will have access to all Psychology Tools resources. They will also be able to see the following information relating to your team account from their account dashboard:
If you would like to add more licenses to your account at any point during your membership, contact us at [email protected] and we will help you get the rest of your team setup.