Administration & team
Team members & roles

Team members & roles

Three roles control what each user can do in your organization.

Roles

RoleWhat they can do
AdminManage members, change plan, edit organization settings, manage all patients
MemberAdd and manage their own patients, run sessions
ViewerRead-only access to assigned patients

Adding a member

  1. Profile → Organization → Members.
  2. Invite member → enter email and pick role.
  3. They receive an invite email; on accept they join the organization.

Changing roles

  • Admins can change roles on any member.
  • An organization must always have at least one Admin.

Removing a member

  • Their access is revoked immediately.
  • Patients assigned to them stay with the organization; reassign as needed.