Every team member on your dashboard has a set of permissions controlling what they can see and do. You'll find them in Settings → Team — open a team member to view or edit their access.
Permissions are grouped into four areas:
Patient access
View patients — See the patient list and individual patient progress, TFI scores and session data
Manage patients — Add and edit patients, issue and revoke licenses, record TFI assessments
Export patient data — Download bulk CSV or JSON exports of organisation patient data
Lead access
View leads — See the patient leads inbox from the provider directory
Manage leads — Mark leads as seen and convert leads into patients
Team & organisation
Manage team — Maintain clinician status, location assignments and team roster state
Manage organisation — Edit organisation profile, locations, public directory listing and agreements
Manage integrations — Create and revoke API keys and webhooks
Billing
Manage billing — View invoices, update payment methods, change subscription and seat count
A "Manage" permission always includes the matching "View" permission — someone with Manage patients can see patients too. Access to patients and access to leads are completely separate; granting one never grants the other.
Note that permissions are separate from clinician status — being marked as a clinician controls whether someone appears as a treating clinician for patients, not what they can access on the dashboard.
Organisation Owners
Each organisation has one or more owners. Owners automatically hold every permission — there's nothing to tick — and some actions are reserved for them:
Only owners can invite new team members to the dashboard
Only owners can change anyone's permissions
If you open a team member in Settings → Team and the permission boxes are read-only, that's why — ask an organisation owner to make the change.
To change who owns your organisation (for example, when the practice owner leaves), message us through the chat bubble and we'll reassign ownership for you — this isn't something you can change from the dashboard.
Changing Someone's Permissions
Go to Settings → Team (requires the Manage team permission to open)
Click the team member
Tick or untick permissions in the panel — for example, untick Manage billing to remove billing access
Save
Changes take effect straight away. Remember that editing the permissions themselves is owner-only — team members with Manage team can maintain the roster (clinician status and locations) but can't change what others are allowed to do.
Seeing "You don't have permission"?
If a button is greyed out or you get a permission message, the message names the exact permission you're missing — ask an organisation owner to grant it from Settings → Team.