1. Invite team members
From Settings → Team, click “Invite User”
Enter their email and assign their role (e.g., clinician, admin, assistant)
2. Set role-based permissions
Clinicians: Full access to assigned clients and documentation
Admins: Access to billing, reports, and user management
Assistants: Can upload files or manage schedules but not view notes
3. Assign clients per provider
You can assign clients to individual providers or make them visible to all
Helps ensure privacy and accountability across your team
4. Monitor activity
See who accessed or edited each session for audit purposes
Download activity logs for compliance