Who can invite
Only admins can invite. Other roles request access from an admin.
How to invite
Settings → Team → enter email + pick role → Send invite.
Roles
- Practitioner — default. Sees their own caseload.
- Manager — sees cohort across practitioners.
- DSL — designated safeguarding lead. Notified on level 2+ concerns. 3-hour idle timeout; two-step sign-in if your admin has switched it on.
- Senior — safeguarding deputy.
- DPO — data protection officer. Access to SAR exports.
- Admin — all of the above + billing + team management.
Seats
Your plan has a seat count. Invites beyond the cap are refused with 'Out of seats' — add a seat in Billing.