Team Roles and Permissions

Two-Layer Permission System

TallyFlex uses two layers of access control:

1. Team Role — What actions you can perform team-wide
2. Client Access — Which clients you can see and what you can do

Layer 1: Team Roles

Your team role determines what you can do across the entire organization.

Role Descriptions

• Owner — Full control including subscription management, billing, and purchasing additional client seats
• Admin — Manages team members and invitations, creates clients, but cannot access billing
• Supervisor — Edits programs and grants access to staff on clients they supervise
• Therapist — Collects data on assigned clients only

Layer 2: Client Access

Even with a team role, you need explicit access to each client. See Managing Client Access for step-by-step instructions.

Access Level Descriptions

• Case Supervisor — Primary clinician responsible for the case (one per client)
• Editor — Can modify behaviors, skills, and goals
• Tracker — Can collect session data only
• Viewer — Read-only access to client data

Note: Case Supervisor is a special designation assigned to the primary clinician. Other team members receive Editor, Tracker, or Viewer access.

How They Work Together

Your team role limits which client access levels you can receive:

Example: A Therapist cannot receive Editor access because their team role doesn’t allow program modification.

Common Configurations

Clinical Settings

School Settings

What’s Next?

• Managing Members — Change roles and deactivate accounts
• Client Access — Grant access to specific clients
• HIPAA Overview — Understand compliance implications

Need Help?

Questions about permissions? Email support@tallyflex.com for assistance.