Manage user settings globally in Zanda: allow practitioner profile access, editing availability, and more.
In this article:
- Managing User Settings
- Allowing Users To Access Their Default Practitioner Profiles
- Allowing Users To Edit The Availability For Their Default Practitioner Profile
- Allowing Users To Edit The Available Services For Their Default Practitioner Profile
- Allowing Users to Assign Practitioners To Their Clients
Managing User Settings for your Account Users:
The User Settings feature includes global settings that apply to all users within the account, allowing for easy activation or deactivation of included features for everyone. Here is how you can access and edit your account users settings:
1. Navigate to the Settings > Team > Users menu and select the 'User Settings' tab:
3. Turn the switch of a setting you wish to enable/disable for all users:
4. You can read the tool tip message (click the 'i' icon) to learn about the functionality of a feature:
5. Click 'Save Changes'
Allowing Users To Access Their Default Practitioner Profiles
When enabled, this setting allows users linked with a default practitioners profile to easily access and edit their default practitioner details.
☑️ Pro Tip
- To link a user profile with a default practitioner navigate to Settings > Team > Users > User Management
- Open the user profile > Select their default practitioner profile > Save.
- The user will need to re-login to have the system update their settings.
Important: This will allow the user to access the clinical records for all clients linked to that practitioner if they are granted with clinical access level.
The users can update their practitioner details, manage insurers providers information, and set up their Zanda calendar sync without needing to navigate the settings menu or rely on someone else with access permissions. Once enabled, users can access their practitioner profile via the following method:
1. To access their practitioner settings, a user will need to login and click the account business name at the top-right:
2. Their user profile menu will open.
3. They will select the 'Practitioner Profile' tab
4. This will take the user to their default practitioner profile and make changes to the settings available to them.
5. If they click the 'Details' tab, they will be able to edit their practitioner details and save those changes.
6. The 'Settings' tab will allow to configure their calendar and messaging settings.
7. Clicking the 'Insurers' tab will allow the user to add or edit their insurer provider information.
8 . Clicking the 'Calendar Sync' tab will allow practitioners to access the Google Calendar and the Outlook Calendar sync settings.
9. The 'Online Payments' tab enables a practitioner to connect their calendar with their own Stripe account for processing online payments.
10. Zoom BYO Integration - here, a practitioner can connect their calendar with their own Zoom account/license.
Allowing Users to Edit The Availability For Their Default Practitioner Profile
When enabled, this setting allows users linked with a default practitioner's profile to easily access and edit their availability.
The user setting "Allow users to access their default practitioner profile" must be enabled for you to enable "Allow users to edit the availability for their default practitioner profile" as the access is dependent on the user having access to their practitioner profile.
The users can add and edit their availability without needing to navigate the settings menu or rely on someone else with the 'Setup and Configure Zanda' permission. Once enabled, users can access their availability via the following method:
- To access their practitioner settings, a user will need to login and click the account business name at the top-right.
- Select the 'Practitioner Profile' menu item.
- When the practitioner profile loads, they will need to click "Availability".
- From here, the user can add, edit, or delete availability for their practitioner only, without accessing availability settings of other practitioners.
Allowing Users to Edit The Available Services For Their Default Practitioner Profile
When enabled, this setting allows users linked with a default practitioners profile to easily access and edit their available services to control what services can be booked with them online via the portal.
The user setting "Allow users to access their default practitioner profile" must be enabled for you to enable "Allow users to edit the available services for their default practitioner profile" as the access is dependent on the user having access to their practitioner profile.
The users can control what services are available for online bookings with them without needing to navigate the settings menu or rely on someone else with the 'Setup and Configure Zanda' permission. Once enabled, users can access their available services via the following method:
- To access their practitioner settings, a user will need to login and click the account business name at the top-right.
- Select the 'Practitioner Profile' menu item.
3. When the practitioner profile loads, they will need to click "Available Services".
4. From here, the user can enable or disable available services for online bookings for their practitioner.
Allowing Users to Assign Practitioners To Their Clients
If this user setting is enabled, users will be able to set a new primary practitioner and assign practitioners and users with access for clients where they are listed as the primary practitioner.
To do this, a practitioner with open a client profile Admin > Manage page and select practitioners and users with access as necessary:
