What roles are available in Psylio?
Psylio offers different roles to help manage tasks within your organization. Each role comes with its own permissions and responsibilities.
Practitioner
Focused on clinical practice and client/student follow-up.
Responsibilities:
- Manage their own list of clients or students.
- Keep records up to date.
- Use work tools: progress notes, appointments, invoicing, etc.
Additional access:
- Collaborate on shared records as needed.
- Act as supervisor and co-sign notes.
Coordinator
The coordinator role is focused on managing records within the organization.
Responsibilities:
- Transfer records between members (individual records or all records from an account).
- Follow up on records waiting for transfer or linked to inactive members.
- Support practitioners with client/student profiles if needed.
Additional access:
- Create, edit, and archive organization records.
- Manage locations/schools and assign them to members.
Coordinators cannot see record content (notes, documents). For more information, see: What information is accessible to the coordinator?
Administrator
The administrator role is essential for setting up and managing an organization and its members.
Responsibilities:
- Invite new members and remove access for those leaving.
- Assign or change member roles.
- Manage locations/schools and assign them to members.
- Manage subscriptions and seats (add/remove, payment info).
Additional access:
- Configure and activate the organization’s professional profile on Jade (directory and online booking).
To learn how to assign or remove a role, see: How do I assign a role as an administrator?
An organization must always have at least one administrator. If roles change, the outgoing administrator must appoint a new one.
Manager (new)
The manager role helps share administrative responsibilities at the school level.
Available only in educational institutions. Designed for school principals.
Access:
- Assign their school to members who work there.
- Access student profiles (contact info, uploaded files, etc.).
- Create, edit, and archive student records for their school.
Related Articles
How do I Transfer Records as a Coordinator?
As a coordinator, you can transfer one or all of a practitioner's active records to another team member through the Record Management tab in the left-hand menu. Transfer options are available in the actions menu (three dots) to the right of each ...What information is accessible to the coordinator?
The coordinator has access to an overview of the organization's practitioners and can access the following details for each one: First and last name Email address Professional title Number of institutional and confidential records in each ...My group organization has been created in Psylio. How to proceed as an administrator?
Welcome to your group organization! Here are some tips to help you get started with your organization in Psylio: Use the right account: When you log in to Psylio, you will see two accounts: one with your name and another with your organization’s ...How do I assign a role as an administrator?
As an administrator, you can assign roles to members of your organization in Psylio. Assigning a role Go to Settings > Members. Find the member in the active members list. In the Role(s) column, use the dropdown menu to add or remove a role. Changes ...How can I invite members using a CSV file?
As an administrator, you can invite multiple members to your Psylio organization by importing a CSV file. Here’s how to prepare and upload your file. Check Your Subscription The number of members you can invite depends on your subscription: Free ...