Team Settings

To be able to access the Team Settings you will need to have administrator access to the Team.

💡To access the Team Settings, go to Options in the top right corner of the Team.

You'll see three tabs: General, Guests, and Reports

General Tab

👇 Click on the arrow in the bottom right corner to enlarge the image. Then hover over .

💡New Members section:

If you disable both toggles (Invite Only and Pre-Approval), staff members can request to join the team. The Team administrator must then approve the join request.

Guest Tab

The Guest Tab enables Patient and Referrer Connect. Find out more here.

👇 Prerequisites

To be able to access the Guest for Patient and Referrer Chat it will need to be enabled for your Organisation. This is an add-on module that needs to be activated by your Foxo Account Manager.
You will need to be a Team administrator with access to the Team's Settings.

👇 Setup

For a complete guide on the settings for Referrer or Patient Connect, use this Connect link and see it live in action.

Reports Tab

👇 Here is where you can download a CSV file containing the Team's case metrics. Find out more here.