Learners
Assigning Staff To Learners
How admins and supervisors assign therapists and supervisors to a learner and why assignments matter for scheduling and access.
Who can assign staff?
Only admins and supervisors can add or remove learner assignments. Therapists can view assignments but do not get edit controls.
How to assign staff
- Open Learners.
- Select the learner.
- Open Assign Staff.
- Choose an available supervisor or therapist.
- Click Assign staff.
Who can be assigned?
The app only allows team members in your organisation with the role Supervisor or Therapist.
Why learner assignments matter
- Therapists only see learners they are assigned to.
- Therapists can only start ad-hoc sessions for learners assigned to them.
- When creating appointments, the selected therapist must already be assigned to that learner.
If a therapist is not assigned, the scheduling flow blocks the appointment and asks you to update the caseload first.