Team Management
Articles supporting the service manage their teams
11 articles
Tacklit Single Sign-On (SSO) Guide
How to Convert an Existing User to SSO on Tacklit
How to Delete 'Profile Note'
Custom Role TypesCustom Role Types allow you to configure permissions precisely for different members of your team, beyond Tacklit’s standard roles. This helps ensure people have the right level of access.
Schedule Override
Multi-Clinician AssignmentAssign up to 5 clinicians to a single client record for multidisciplinary care, co-treating arrangements, or team-based support — without needing to set up a Group.
Non-Superuser Report ReviewersAllow Practitioners and Administrators to review reports without needing full Superuser access — ideal for clinical leads and senior practitioners.
Scheduling and Availability EnhancementsEnhanced scheduling controls including locked working hours, location-specific schedules, customisable start times, and temporary schedule overrides with optional approval.
Flow Access for Non-Clinical StaffControl which clinicians can access Flow from within CareOS, with a dedicated toggle in practitioner access settings.
Team Onboarding FlowInvite new team members with full visibility of pending invites, batch invitations, custom roles, and options to copy a sign-up link, resend, or cancel an invite.
Team Chat: Direct Messages, Circles, and ChannelsSet up Team Chat permissions, send direct messages, create circles for small group discussions, and manage channels for broadcast communications across your practice.