Team, Roles, and Invitations

Purpose

This guide explains team membership, roles, invitations, permissions, and notification preferences.

Where to go

1. Sign in.
2. Open /dashboard/settings.
3. Find team settings.

Roles

1. OWNER - full account and organisation control.
2. SENCO - SEND workflow leadership, team/organisation management, escalation and calibration management.
3. CLINICIAN - professional review, calibration, and review management permissions.
4. STAFF - contribution-focused role for observations and review participation.

Invite a team member

1. Open team settings.
2. Enter the invitee email.
3. Choose role.
4. Click send invitation.
5. The invitee receives an email invitation.
6. Pending invitations appear in the invitations list.

Accept an invitation

1. Open the invitation link.
2. Sign in or complete magic-link authentication.
3. Accept the invitation.
4. The user joins the organisation with the invited role.

Update a member role

1. Open team settings.
2. Find the member.
3. Change their role.
4. Save. A role is a permission, so it keeps its own Save button rather than changing as soon as the list is touched.
5. The badge moves as soon as Save is pressed, and the button shows a spinner until the change is stored. If it is refused, the badge goes back to what it was and a message says why.
6. Role changes affect protected workflow permissions.

Notification preferences

Team-level and profile-level notification preferences can be configured for pathway events. Personal opt-in preferences should complement, not weaken, safeguarding defaults.

Each box saves itself: tick or untick one and it is stored on its own, with a spinner on that box while it saves. There is no separate Save notification preferences button, which previously made a tick look applied before it had been sent. A refused change flips the box back and says why.

Sign out

Use the sign-out button in the header or settings area.