Adding Staff Credentials

1. Access the Staff Section

    1. Go to the >Staff section in the left pane.

2. Select the Staff Member

    1. Choose the staff member for whom you would like to add credentials.

3. Navigate to the Credentials Tab

    1. Click on the Credentials tab at the top of the page.

4. Add a Credential

    1. Click on the + Add Credential button at the top right of the page.
    2. The Add Credential pop-up window will appear.

5. Fill in the Credential Details

    1. Complete the following fields in the Add a New Credential pop-up window
      1. Select Credential: Choose the credential from the list created by your organization’s administrators. Select the credential that the staff member holds.
      2. License Number: If the credential is a license, enter the license number. If not, leave this field blank.
      3. Select Expiration: Choose whether the credential is Expiring or Non-Expiring.
      4. Expiration Date: If the credential is Expiring, select the expiration date.


6. Save the Credential

    1. Click the Add button at the bottom right of the pop-up window.

7. View the New Credential

    1. The newly added credential will appear in the selected staff member’s credentials table.

Was this article helpful?
© 2026 TherapyLake