The Academy

0 of 91 lessons complete (0%)



If you are an administrator, you will be able to access the Manage page and modify user information.

This page is further divided into Tabs where each one of them has it own configuration.

General Information

This is the first tab and the most important one as it details all personal information about this user. Not all the fields are required, but it is highly recommended that you complete as much information as possible.

This is further divided into blocks:

  • Demographics: First Name / Last Name / Birthdate / Birthplace / Preferred languages / Spoken Languages / Gender / Color (profile)
  • Contact information: Email / Phone Number / Website
  • Address: Line 1 / Apt-Suite / City / State / Zip code / Country
  • Professional information: National Provider Identifier number (NPI) / Medicaid Medicare number (MPI)
  • Company information: Name / Employer Identifier Number (EIN)
  • Employee information: Employee ID / Title / Hiring date
  • About me

At the end and after modifying any of the above aspects, you must click on the Save option, so that the changes are registered.


In this tab, you will be able to view and modify the credentials assigned in the system.

If you click on the credential itself, you can verify the elements that compose it:

  • Credential: RBT / BCaBA / BCBA / LCSW…
  • Identification number
  • Effective/Expiration Date
  • Active & Default Switches
  • Comments


This section allows to add/remove access to this user. Click on “New client” to add clients to this user. For an explanation of roles, please refer to

Required Documents

This section is very similar to the “Required Documents” page accessible from the User’s dashboard.


In this tab, you will be able to modify/configure the rates for this user. Rates are particularly useful for the generation of Invoices. Click on New rate to add configure a new rate for this user.

Payment Profiles

In this tab, you will be able to add and configure the payment profiles related tho the user in order to be able to track and record payments.

If you click on New payment profile, you can choose from our Catalog.

Then you can configure it.

MFA Profiles

In this tab, you will be able to add and configure the Multifactor Authentication methods related tho the user in order to be able to log in to the system.


If you are an administrator and would like to request a full backup of the User, click on the Request Backup button. There, you can choose the content of the user profile you want to back up.

Once you’re finished choosing the content, you can add a description and then hit Cloud/Local backup. If you choose Cloud, that backup file will be available for downloading as many times as required by the administrators in that same tab. On the other hand, the Local will download the file to his device.

This will start generating a background process to generate the backup. Once completed, an email will be delivered to you and the file will be accessible.

Restrictions and Exceptions

In this tab, you will be able to add and configure the restrictions preventing to perform some actions, like create, edit and delete events and documents.


If the user has a signature saved, it will show here. If not, a New signature button will be available. Users are only allowed to have one saved signature.


If you would like to disable a user, please click on the Disable button. A disabled user can be only then deleted. Please be advised that deleted users might not be recovered.

If you want to make this user an administrator of the Agency, just click make admin and the access to agency dashboard will be granted.