Symmio

Kyle Barrow

User Management

This article will give you an overview of what you can expect with the Users page.

Understanding the Users Page

This article will help you understand what a User is.

What is a User?

Adding a User

How to edit a users profile and make changes to a user profile.

Editing Users Profile

How to delete a user from your organization.

Deleting a User

How to change a users role in the wellness platform

Changing Users Role

How to assign users to groups?

Learn how to move a user from one group to another.

Moving Users to Another Group

How to deactivate and reactivate your users

Deactivating & Reactivating Users

This article will help you understand the difference between a user and a Wellness Program.

What is the difference between a "User" and a "Wellness Program"?

This article will help you understand how to move a user from their current organization to a new organization.

How to move a user to a different organization

How to add users by creating invite links/QR codes

Creating an invite link

Learn how to assign and remove Wellness Programs to and from users and team

How to assign or remove a Wellness Program?

This article will give you a detailed look at what information the Assessments page of a user's profile will provide.

Understanding the Assessments Page of a User's Profile

This article will explain what the user page is and what data can be viewed.

Understanding the User Profile Page

This article will give you a detailed look at what information the History page of a user's profile will provide.

Understanding the History Page of a User's Profile

This article will give you a detailed look at what information the Summary page of a user's profile will provide.

Understanding the Summary Page of a User's Profile

This article will give you a detailed look at what information the Wellness Program page of a user's profile will provide.

Understanding the Wellness Program Page of a User's Profile

This article describes how you can view what exercises your user is doing as well as what articles they are current reading.

How to View Users Exercises & Read Articles

This article will teach you how to have your client reassess their movement and lifestyle factors before Symmio prompts them to.

How do I request my user to retest their functional wellness?

This article describes what the wellness programs are, how we calculate it and what is included.

What Is a Symmio Wellness Program?

This article will demonstrate how you can download a Symmio user's wellness report.

How to Download a User's Wellness Report

Easily prompt users to retest their functional wellness using Symmio's reassessment tools.

How to Prompt Users to Retest (Reassess) Functional Wellness

Pain is often hard to describe—and even harder to track. Our new Bodymap Pain Tracking feature gives your users a simple way to identify where pain occurs and how severe…

Introducing Bodymap Pain Tracking

Weekly Check-Ins allow users enrolled in a wellness program to provide simple updates regarding their progress, exercise ability, and current level of discomfort.

Weekly Check-Ins Overview

Learn more about adding users and MySymmio licenses

Users

This article will help you understand how to assign roles to users to make them a part of your administrative team.

What is my "Team" and how do I assign people to it?

This article will explain the various roles available to users on the Wellness Platform.

Different roles for your team within the Wellness Platform

This article explains any limits you have while building your administrative team in Symmio.

How many "Teammates" can I have?

This article will explain how to change the role of a team mate in the wellness platform.

How to change the role of your teammates?

Team

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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