Owner
The Owner is the primary account holder for the practice. They can:
Manage billing and payment methods
Add or remove members and admins
Edit organization details
Access all documents and settings
Only one Owner exists per organization.
Admin (Supervisor)
Admins are supervisory accounts. They:
Can view client records and notes
Can sign or supervise documentation
Cannot generate notes or use session recording/upload tools
Do not count as paid seats
Admins are ideal for supervisors, auditors, or leadership who review work but do not create documentation.
Member
Members are standard clinician accounts. They:
Can create sessions and generate notes
Can record or upload audio
Can link clients and finalize documentation
Count as paid seats in your subscription
Members are the primary users who perform day-to-day documentation.