Invite clinicians and set roles
Invite users by email and give each a role. Roles control what each person can see and do.
Updated September 30, 2026
Admins invite users from Settings → Team, choose a role, and share the invite link that's created. Invite emails are coming soon. SSO and SCIM provisioning for Okta, Entra ID and Google Workspace are on the roadmap.
Roles
| Role | Can |
|---|---|
| Clinician | Record sessions, edit and sign their own notes, see their own issues. |
| Supervisor | Everything a clinician can, plus co-sign and review notes for assigned supervisees. |
| Compliance | View issues and audit logs across programs; edit note rules if granted. |
| Billing | Work claims, denials and authorizations; no access to session transcripts. |
| Admin | Manage users, integrations, retention and security settings. |
A person can hold more than one role. Every role change is written to the audit log.
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