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Organization roles

Last updated November 1, 2026

A member can hold more than one role.

Each user also has a personal organization. They hold every role in it, no one else can join it, and they can't leave it. Their own individual agreement with Parlance governs its cases.

Owner

  • Each organization has one owner, who controls it.
  • Only the owner can close the organization, which deletes all its PHI from our active systems immediately.
  • The owner can transfer ownership to another member.

Administrator

  • Manages members and assigns cases.
  • Opens a case for any client in the organization.
  • Sees every client's name in the organization, for case management.
  • Can delete a case, after a warning that deletion is immediate and permanent.
  • The administrator role doesn't, by itself, give access to clinical content such as notes.

Supervisor

  • Reads and exports the notes of the clinicians an administrator assigns them, by discipline, including notes written before the assignment.
  • The supervisor role doesn't, by itself, let them write notes.
  • Keeps reading a clinician's notes after the clinician leaves the organization, until the supervisor leaves or an administrator ends the assignment.

Clinician

  • Only a clinician can be on a case's care team, or be assigned a supervisor.
  • While a member:
    • Views, creates, and changes the cases assigned to them.
    • Exports their own notes.
  • Loses access to the organization's cases once their membership ends. Their notes stay with the organization.