Managing Staff Accounts Using the Yellow Switcher

If you are the account owner/admin or an assistant that manages other practitioners, you can "switch" to their account using a yellow selector control at the bottom right of your PracticeQ account.

This can be helpful when you're setting things up for a new practitioner or for when assistants are managing multiple practitioners.

Please note that the user role "Administrator" does not impact this, it's based on the user account type, not role.

What Info Switches

By using the yellow switcher, you will still be tracked on the audit trail under your login but you will have access to the selected practitioner(s):

1. Booking Calendar
   1. You can book appointments on the practitioner's calendar
2. Booking Settings
   1. These are the booking settings that apply to the the practitioner you switched to in the yellow switcher
3. Client List
   1. These are only the clients the practitioner has access to

Note: When managing someone's account, you are NOT limited by their role permissions but by your own permissions. Role Permissions follow the login.

What Info Doesn't Switch

1. 'Quick Notes' Dashboard Widget - The actual notes are tied to the logged-in user. If this dashboard widget is being used by a practitioner, switching to them will not display their notes. It will only display the notes the logged-in user has added into their own widget.
2. Again, the event log still tracks actions by the logged-in user

Sending Questionnaires

When sending a questionnaire, the client will get the form from the practitioner whom you’re managing in the yellow switcher, but the event log will track the ‘sender’ based on the logged-in user.