Adding admin users to PT Direct
Within PT Direct, you can add additional (assistant) administrators in just a few steps. This is useful when you want to share responsibilities or when you yourself have limited availability, for example.
Do you want to permanently transfer your responsibilities as PT Direct administrator to a colleague? See here how to do so.
- Make sure you are logged in to your PT Direct account.
- Click Practitioners in the menu on the left. (step 1)
Click + Add Practitioner at the top. (step 2)
Fill in the name, email address and then the roles the user is going to have. (step 3)
- Click the Save button to continue.
- Select Admin users tab
Now select which parts of PT Direct the added (assistant) administrator should have access to. Each time you tick a box, this change is saved immediately.
- Our system sends the new (assistant) administrator an e-mail containing their login details for PT Direct.
Note: (Assistant) administrators do not have access to the Payments & billing section.