User Roles: Team Members
Team Members manage day-to-day client services, including assessments, notes, and progress tracking for their assigned clients.
What is a Team Member
A Team Member is a staff user who works directly with clients and manages case-related activities such as assessments, notes, and services. Team Members typically have a caseload of assigned clients and can only access and manage those clients, not the entire organization’s client list.
Who should have this role? Case managers, program coordinators, social workers, or any staff member who works directly with clients.
What Team Members can do
User & File Management
- Edit their own user profile
- Upload, edit, view, and download files
- Cannot delete files
Program & Client Management
- View program profiles
- View only clients assigned to them
- View client profiles
- Add and manage enrollments for their assigned clients
- Create and edit assessments
- Create and edit assistances
- Create and edit assignments
- Add and edit notes
- Cannot archive or delete client records
Data & Reporting
- Export data related to their assigned clients
- View, create, edit, and run reports (limited to assigned client data)
- Download reports
Resources & Features
- View Safety Resources
- Add and Access Identity Arc, Jobs, and Learning Paths modules
- Use chat features (view and start conversations)
What Team Members cannot do
- Cannot view clients not assigned to them
- Cannot delete files or client records
- Cannot create or manage programs
- Cannot manage users
- Cannot access organisation settings
- Cannot archive or delete client records
- Cannot export data beyond their assigned clients
Why Use Team Member?
Use Team Member for all staff who work directly with clients. This role provides the right balance of access (they can see and work with their clients) and security (they cannot see other staff members' clients or delete records). Most organizations will have many Team Members: one for each case manager or program coordinator.
Tips / Best Practices
- Ensure clients are correctly assigned to the appropriate Team Member
- Keep notes, assessments, and services up to date
- Avoid sharing client information outside the platform
- Contact your Organization Administrator if access needs to be updated
Related Articles
- Understanding user roles and permissions
- How to navigate the platform
- How to Manage Active and Exited Client Profiles
Need more help?
If you need access to additional clients or features, please contact your Organization Administrator.