Add a Student

Add a Student

Add a Student

A student is created as a practitioner but is required to submit all formulas and products to one or more supervisors for approval before they can be ordered.

Steps to Add a Student

  1. Create the user as a practitioner
    Add the user using the standard practitioner creation process.

  2. Change the role to Student
    Open the practitioner’s profile and update the Role field to Student.

  3. Assign supervisors
    Once the role is set to Student, a new section will appear beneath the role field allowing you to select one or more supervisors.

    • Supervisors must already exist in the system.

  4. Confirm student workflow access
    After assigning supervisors, a Waiting for Approval tab will appear in the student’s left navigation. This is where submitted formulas and products will be tracked until approved.

Alternative: Assign Students from the Supervisor Profile

You can also associate students with supervisors from the supervisor’s profile:

  1. Open the Supervisor Profile

  2. Navigate to the Supervisor tab

  3. Click Add Students

  4. Select one or more student accounts to assign

Once assigned, students can begin submitting formulas and products for supervisor review and approval.

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