Admin
Team management
Invite clinicians, assign roles, change access, and remove team members.
Team is where practice owners manage who can sign in, what they can do, and which clients they see.
Inviting a clinician
- 1From the sidebar click Team.
- 2Click 'Invite clinician' in the top right.
- 3Enter their work email address. Personal addresses work too but practice email is recommended for audit trails.
- 4Choose a role: Clinician or Practice owner.
- 5Optional: pre-assign clients by ticking the boxes in the client picker. You can also do this later from each client's detail page.
- 6Click 'Send invite'. PhonicsPath sends a real branded email from noreply@phonicspath.app — replies route to support@phonicspath.app. The link is valid for 7 days.
- 7The new clinician appears in the team list with a 'Pending' badge until they accept. Click their row to copy the invite link directly (handy if email is delayed) or to resend a fresh invite.
Roles and permissions
| Role | Can do | Cannot do |
|---|---|---|
| Clinician | Review recordings, view reports, create activities, edit assigned clients, send parent messages. | Change billing, invite team, edit practice settings, see clients they're not assigned to. |
| Practice owner | Everything a clinician can, plus billing, team management, practice settings, and access to every client. | Nothing within the practice — practice owners have full access. |
Changing a role
- 1On the Team page, click the team member.
- 2Click 'Edit' next to their role.
- 3Pick the new role and confirm. Changes take effect on their next page load — no need for them to sign out and back in.
Removing a team member
- 1Click the team member.
- 2Click the three-dot menu → 'Remove from practice'.
- 3Reassign their clients to another clinician when prompted. Confirm.
- 4Their access ends immediately. Past notes and reviews remain attributed to them in the audit log.
Plan limits
Each plan has a maximum number of clinician seats. If you hit the cap, the 'Invite clinician' button is disabled — upgrade from Billing or remove an inactive clinician.