Your clinic’s staff

Everyone who works with your clients gets their own sign-in, and everyone can do everything for every client. Invite as many people as you work with: staff are not what you pay for.

Updated

Inviting someone

  1. Open the account menu (the round button in the top-right corner) and choose Staff.
  2. Press Invite.
  3. Type their email address. A name under Name (optional) is only how they are shown.
  4. Press Send invitation.

They get an email to join your clinic. Someone who already has an occo account gets a sign-in link instead, and joins when they use it. Until then they are on the list as Invited · hasn’t joined yet, with Resend and Cancel beside them.

What staff can do

Every member of staff is an Admin, and there is no other role. Everyone can:

  • add clients, play as them, end or give back their access, and remove or delete them;
  • invite a client’s parent to join occo;
  • build programs, keep them in the clinic’s library and assign them to clients;
  • see every client’s progress;
  • invite and remove staff, and look after the plan.

Each person signs in with their own account on the clinic’s laptops and tablets — there is no limit on devices — so it is always clear who is signed in. When someone plays as a client, what is played is saved to the client, never to them — and for a child under 13, only once a parent has signed. See clients.

Removing someone

  1. On the Staff tab, press Remove beside them.
  2. occo asks once more. Press Remove again.

They can no longer see your clinic’s clients. The clients, and everything they have played, stay with the clinic.

To leave a clinic yourself, press Leave beside your own name. A clinic always keeps one member of staff, so the last one cannot leave or be removed: invite someone else first.

Common questions

Still stuck?

Tell us what you were doing, what screen you were on, and what happened instead. A photo of the screen helps more than anything.