Setting up your team in Pogozo is one of the more important early tasks in your onboarding journey. As your business changes, you can add, change or remove team members at any time.
As part of the team member profile, each team member will be assigned a role: admin, coach or practitioner. Your subscription level will determine the number of practitioners you can add. You can have unlimited team members in admin and coach roles with all of our subscription levels. You can review the subscription options and your included number of practitioners here.
To set up your team, on the main menu select the My team.
Then click Add new team member.
Start by entering your team member's contact details and profile picture.
Next you can set their role and Pogozo permissions. To help with this, you might like to read these articles, explaining the different options available when setting team roles and permissions. You can read all about our team member roles here and about team member permissions here.
From here, you can add the following information:
Emergency contact details
Professional reference numbers (for example provider numbers)
Any relevant documents (we suggest storing documents like employee contracts, TFN and superannuation documents here)
Once the profile is updated, save changes, and return to the My team menu to continue adding new team members.
To edit an existing team member's profile permissions and information, click on their name or the three dots at the end of their row, and select View.
To edit the profile, select the pencil icon in the top right corner.
Once you have updated the team members details don't forget to scroll to the bottom of the page and click Save changes.