Manage team members, roles, and permissions

Before you begin

You need access to Settings and Team plus permission to manage at least one team role. The Team tab remains visible but disabled when you cannot manage team members.

Add a team member

Add each person with the role and program access needed for their work.

1. Open your account menu and select Settings.
2. Select Team, then Add member.
3. Enter First name, Last name, and Email address.
4. Choose a Role.
5. Assign programs when the form asks for them.
6. Select Add member.

The new team member receives an email to set up their account. Their name shows (pending) until they set a password.

Choose a role

The roles shown in the form are the roles you are allowed to assign:

• Admin oversees sessions, supervisees, billing, programs, and team access.
• Clinical director manages assigned programs and can add program directors for those programs, but cannot see billing.
• Program director manages supervisees in one assigned program and cannot see billing.
• Billing manager can access sessions and billing.

A program director must be assigned to one program. A clinical director can be assigned to one or more programs. Admins and billing managers are not assigned to programs in this form.

Edit or remove access

Open the options menu beside a team member and choose Edit to change their details, role, or programs. Select Save when finished.

Choose Remove member to end their employer portal access, then confirm with Yes, remove. You cannot edit yourself from your own row. If an expected role is missing from the form, your account does not have permission to assign it.