Inviting staff
Open Team → Invite member. Add their work email and, optionally, their full name and credential (for example BCBA-D or RBT) — these prefill the new account. Choose their team role and clinician role.
Each invitation link works for 14 days and only for someone signing in with the invited address. If a person registers with that address before accepting, they join your agency automatically once their email is verified.
When an invitation doesn't arrive
The Invitations list shows every pending, expired and failed invitation. Resend starts a new 14-day link. Copy invite link gives you the link to send by text or WhatsApp; copying is recorded in the audit log.
Someone can't sign in? Enter their email in the sign-in helper on the Team page. It tells you whether their invitation is pending, failed or expired, whether they still need to confirm their email (you can resend the verification email), or whether they sign in with Google.
Functional roles
On top of the team role (owner, admin, clinician, viewer), the owner can give people functional roles: Clinical Director (clinical data, assignments and the team, plus Audit & QA), Compliance / QA (all audit modules, the audit log, read-only clients and notes) and Billing (billing, claims and authorizations, without note content). The Role reference card on the Team page summarizes what each role reaches.
Caseloads and deactivation
Each person's row shows how many clients are actively assigned to them. Open the caseload to see the clients by case role and end an assignment in one click.
Removing someone ends their access immediately. Their assignments are ended rather than deleted, so the history of who served which client stays on record, and the notes they wrote stay with the agency.