Role types explained

This help article explains the three types of user accounts available in Goalspot: 'Owner', 'Admin' and 'Therapist. Each role type has different levels of privileges, which are explained below.

Role Type: Owner

This role type has full privileges and can do the following restricted actions:

• Access all clients
• Invite new users
• Change another user's role type (e.g. from 'Admin' to 'Therapist')
• Add templates to the Goal Library and edit existing templates
• Manage organisational settings (e.g., developmental domains, default progress methodology)
• Assign team members access to a client
• Manage subscription and billing for the organisation

Role Type: Admin

This role type has the same privileges as the 'Owner' role type, except for the ability to manage subscriptions and billings.

Role Type: Therapist

This role type can:

• View only the clients they have been assigned access to
• Use all therapy-related features, such as creating and editing goals, collecting data and writing notes and generating progress reports for these clients.