Team members & roles
Three roles control what each user can do in your organization. Manage them at Avatar menu → Organization.
Roles
| Role | What they can do |
|---|---|
| Admin | Full access to all patients and organization settings — members, plan, org profile |
| Member | Access to patient records and sessions; can add and manage patients |
| Viewer | Read-only access to patient records — no adding patients, sessions, or edits |
Viewers see read-only banners on Settings, Organization, Billing, and patient Settings pages.
Inviting a member
- Organization → Members → Invite Staff Member.
- Enter name, email, and role.
- They receive an invite link — the acceptance page walks them through setting a password, verifying their email, and completing their professional profile.
Invitations expire after 7 days. Expired or already-used links show a clear error; just send a fresh invite.
Team invites require a plan with more than one seat — the Free plan is single-seat. See Plans, seats, patient limits.
Managing members
From the member's Manage menu (admins only):
- Change role — takes effect immediately.
- Deactivate / Reactivate — a deactivated member sees an "Account Deactivated" screen on next sign-in; their patients stay with the organization.
- Delete — removes the account after confirmation.
An organization must always have at least one Admin. Each patient has a Primary Clinician (set on the patient's Settings → Patient Status) — reassign patients there when someone leaves.