Roles: who can see and do what

• Owner: everything, including the Bliss plan, exporting all the clinic's data, erasing a client and the monthly report email.
• Admin: everything an owner does except those owner-only things.
• Therapist: their own sessions, the clients assigned to them and those clients' notes, their hours and leave, their own figures, and the billing of the clients they see (to view, not change).
• Receptionist: everyone's calendar and clients for booking, forms, leads and portal invitations. Not clinical notes.

Someone can hold more than one role, such as an owner who also sees clients as a therapist.

Change someone's role

1. 1Go to Team and choose the person.
2. 2Tick the roles they should have.
3. 3Choose Save roles.

• You cannot give a role that can do more than you can.
• Only an owner can remove an admin or another owner.
• To take someone off the team, choose Remove from team under Seats on the Team page.

Your settings have Roles and permissions, which lists what each role can do.