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TheraNest Ideas Portal
Status Already exists
Created by Guest
Created on Nov 9, 2020

Client Portal

Would it be possible to add a feature where users (in addition to administrators) can send clients paperwork through the portal?
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    Under a staff member's permissions, there's a checkbox under Default Permissions that allows the user to invite clients to the portal and manage intake forms, including sending, receiving, and revoking intake forms. You can learn more about permissions here: https://theranest.zendesk.com/hc/en-us/articles/360052772431-Set-Staff-Permissions Thank you!
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