Release 2.19.3 was released to our beta customers on September 10, 2026. The general release date is TBD.

We're excited to announce the following enhancements!

Report, Profile, and Schedule Access

We’ve made updates to user permissions to provide more flexibility and better align access with staff and client assignments.

User permissions can be managed under Settings > Security > User Roles.

All Staff and Client Access

Users with access to All Staff and All Clients (under the General) area will continue to have access to any staff member or client assigned to the same office.

Office Assignments

If a user cannot view a particular staff member or client, check their Office Assignments first—especially if your organization has multiple offices.

Staff/Client Assignments

Report, Profile, and Schedule access will now be determined by client and staff assignments rather than clinical team membership.

This gives organizations more control over which staff members can view client information, staff schedules, and reports.

Assigning Staff to Clients

To give a staff member access to a client:

1. Go to the Client Profile.
2. Under Case Assignments, add the appropriate staff member.
3. You can also add an entire clinical team to the client's case assignments to save time.
   

Assigning Supervisors

To designate one staff member as the supervisor of another:

1. Go to the profile of the staff member being supervised (for example, an RBT).
2. Add the supervisor in the Supervisor section.
   

Important: An expired supervision assignment will not count as an active supervisor relationship for permissions.

Clinical Teams

Clinical teams can still be used to help manage schedules and staff relationships, but organizations now have the option to determine whether a clinical team should also influence user permissions.

When creating or editing a clinical team, you’ll see a Not A True Clinical Team checkbox.

Not A True Clinical Team

Select Not A True Clinical Team when you want to use the clinical team for scheduling or organizational purposes without having it affect user permissions.

Example: You may create a clinical team for all RBTs at your Westside office so you can easily identify overlapping schedules. However, you may not want those RBTs to automatically have access to one another's schedules or reports.

True Clinical Team

Leave Not A True Clinical Team unchecked when you want clinical team membership to play a role in user permissions.

Example: For a client such as Daisy Keller, you may want to create a clinical team consisting of all of Daisy's RBTs and supervisors. This allows the team to see one another's schedules, identify overlapping appointments, and access applicable reports.

The Not A True Clinical Team checkbox is unchecked by default meaning Clinical Teams will still affect user permissions.