Team Management

If you work with other therapists, Therativities supports multi-therapist practices through entities (organizations).

What is an entity?

An entity represents your practice or organization. When you sign up as a solo therapist, a solo practice entity is created for you automatically (named "[Your Name] - Solo Practice").

If you work with a team, you can create a therapist group entity and invite other therapists to join.

Entity types

Type	Description
Solo Therapist	A single therapist practice (created automatically at signup)
Therapist Group	A practice with multiple therapists

Creating a new entity

1. Go to Settings > Organizations & Access > Entity Management
2. Click Create New Entity
3. Enter:
   • Entity Name — Your practice or organization name
   • Entity Type — Solo Therapist or Therapist Group
4. Click Create Entity

You become the admin and member of the new entity automatically.

Adding team members

As an admin, you can invite other therapists to your entity:

1. Click Add Member
2. Enter their email address (they must already have a Therativities account)
3. Optionally check Make Admin to give them admin privileges
4. Click Add Member

The member is added immediately and can switch to your entity to see shared clients.

Member roles

Role	Can do
Member	View and manage clients within the entity
Admin	Everything a member can do, plus add/remove members, manage entity settings, and configure access

Removing a member

Admins can remove any member except themselves:

1. Find the member in the member list
2. Click Remove
3. Confirm the removal

Switching between entities

If you belong to multiple entities (e.g., your solo practice and a group practice):

1. Go to Settings > Organizations & Access > Entity Management
2. Your current active entity shows a green Active badge
3. Click Switch to This Entity on any other entity

When you switch entities, the app filters to show only the clients, sessions, and data associated with that entity.

Client access control

Each entity maintains its own data per client. You can control what different entities and team members can see:

Access levels

Level	Description
No Access	Cannot view the client
View Only	Can see client information but not edit
Can Edit	Full read and write access

Setting access

• Default access level — Set in entity settings (applies to all new clients)
• Per-user overrides — Override the default for specific team members from the client's Access & Permissions tab

Requesting access to a client

If another entity needs access to one of your clients:

1. They submit an Access Request from the client's Access tab
2. You (or the parent) receive a notification
3. Approve or deny the request
4. If approved, the entity is granted access