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 Users in the menu on the left. (step 1)
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Click + Add User at the top. (step 2)
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Fill in the name and email address, then list the roles the user will have. (step 3)
- Click the Save button to continue.
- Select the Admin users tab
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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 email containing their login details for PT Direct.
Each group controls access to a specific area of PT Direct.
Below is an overview of the available things an admin can access and what they include.
When you enable a specific group, the admin automatically receives access to all permissions within that group.
Important: If a feature is not included in your subscription (for example, Auto Intake or PhysiData), enabling the group will not grant access to unpaid features.
| Users Permissions | Analytics | Billing & Licensing | Patients Management | Settings | Data Export | Telehealth |
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| Master account | Dashboard (beta version) | Payments & billing | Auto Intake registrations | Authentication | Download client data | Telehealth settings |
| Practitioner sharing | PhysiData | Subaccounts | Patient management | Auto Intake | Activity logs | Calls history |
| Users | Practitioner activity |
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Patient upload | Brand settings |
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Custom inputs |
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Adding admin rights to a practitioner account
It is now possible to promote a regular Physitrack practitioner user within the PT Direct account to an admin role. Just open the practitioner record in the Users tab, click to enable "PT Direct Admin Access", and then click Save to close the view. Now the user will see the "PT Direct" option in their menu when they click their name.
Please remember to grant the necessary admin rights (step 7 of adding a new admin) under the Admin users tab so the newly added admin can access the sections of the admin console they need.
Adding practitioner rights to an admin account
It is also now possible to give practitioner-side access to an existing admin user. Just open the admin user record in the Users tab, click to enable "Practitioner Access", and then click Save to close the view. Now, when the user logs in, they will see the practitioner view by default.
