If you are subscribed to a business plan in NutriAdmin, you will be able to share documents with your teammates. By default, the following types of documents are shared between you and the other members of your team:

  • Client records
  • Reports
  • Report Templates
  • Meal Plans
  • Recipes
  • Foods
  • Meal Presets
  • Working Schedules
  • Questionnaires
  • Private Notes
  • Payment Services

You can view and use the documents belonging to your teammates listed above. However, you cannot edit/modify/delete your teammate's documents.

The following video provides a quick introduction to the concept of team sharing and how it works with a few practical examples.

Watch video tutorial on YouTube