Managing Team Members
Change staff roles and deactivate accounts when team members leave.
Team Member Management
Requires: Owner or Admin role
Tap the team icon to open Team Management and view everyone in your organization.
Team Management also shows each member’s client access summary. Select a member row to review which clients they can access or to update their access from one panel.
Changing a Team Role
- Find the team member in the list
- Tap their current role
- Select the new role
- Confirm the change
Changes take effect immediately. The team member may gain or lose access to features based on their new role.
Warning: Downgrading a Supervisor to Therapist removes their ability to edit programs. Ensure another Supervisor covers their caseload.
Deactivating a Member
When staff leave your organization:
- Find the team member
- Tap Deactivate
- Confirm deactivation
What Happens on Deactivation
- Member loses all access immediately
- Their data entries remain in client records
- Client assignments are removed
- The account can be reactivated later if needed
Tip: Before deactivating, transfer any Case Supervisor responsibilities to another Supervisor.
What’s Next?
- Roles and Permissions - Understand the permission system
- Team Member Client Access - Review one member’s client access
- Client Access - Manage per-client permissions
Need Help?
Questions about team management? Email support@tallyflex.com for assistance.