As a supervisor, you have full access to your coreplus account. Only a supervisor can do things like create new users, initiate a data backup, or change your coreplus subscription.

This guide covers:

1. Add users and manage permissions

2. Set up your templates

3. Back up your data

4. Manage your add ons

5. Manage your coreplus subscription

1. Setting up a new user has all the details you need for creating new users and managing their permissions.

1. Set up an invoice print template

2. Set up a letter template for corresponding with GPs

3. If you'll be sending SMS reminders, set up an SMS reminder template

4. You can also set up an email reminder template for email reminders
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💡 Give other users permission to do this task in feature permissions

Set up templates for other users to use

It's good practice to regularly back up your data.

1. Data backup on a PC

2. Data backup on a Mac

Coreplus has a number of add ons that might be right for you.

💡 Give other users permission to do this task in feature permissions
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coreplus has a number of features, and it can feel like a lot to learn when you're just starting out.
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💡 If you get stuck with a feature, try searching for an article, in the search bar above or contact the support team for assistance.

You may also be interested in:
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📝 Training guide for Practitioners or Case Managers
📝 Training guide for Reception or Accounts/Admin staff
📝 Basic coreplus training video
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