Staff permissions explained
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Each staff user has a set of permission toggles:
- Organization Admin — manage organization settings, features, subscription, and invoicing.
- User/Client Admin — manage all staff and all clients, and link staff to clients.
- Schedule for all Staff Users — create and edit appointments for other staff.
- View Staff Schedule/Details — see other staff members and their schedules.
- Record Sessions — record sessions.
- Observe Sessions — silently observe another staff member's session.
Grant the admin permissions sparingly — only to people who need to manage the whole organization or all clients.