Counselor/Coach/Therapist Supervisor Permissions

We recommend the following permission structure for a counselor/coach/therapist supervisor.

These permissions will ensure the staff member can do the following:

1. Login and view in person clients.

2. Create and view staff notes about clients.

3. Create shift logs.

4. Manage prospects and assign them to specific queues.

5. View confidential notes.

6. View confidential documents.

7. Edit closed records.

The staff member will not be able to do the following:

1. Complete any administrative activity like adding new staff, sending out app announcements, managing growth plans, etc.