For organizations

If you run a clinic, agency, group practice, or training program, Licentio gives you an organization workspace: one place to see how every associate on your team is tracking toward licensure, who is supervising whom, and where a little support now would prevent a problem later. Associates keep their own records; the organization gets oversight, reporting, and billing.

This section is written for the people who administer that workspace and for the associates and supervisors who join it.

Setting up and running the organization:

• Create your organization — start a workspace and your 30-day trial.
• Roles and permissions — the seven roles, and exactly what each one can see.
• Invite and manage members — send invitations, change roles, remove people, and understand billable seats.
• Connect supervision — link supervisor and associate pairs to the organization so their hours count toward your records.
• Team progress — the dashboard, what needs attention, and every associate's standing.
• Supervisor workload and team events — caseloads against the cap, pending approvals, and the session ledger.
• Reports and exports — the documents you hand to an auditor or a spreadsheet.
• Plans, seats, and billing — how the trial works, what a seat is, and how you're charged.
• Settings and the audit trail — your organization's name, billing contact, supervision default, and the record of changes.

Joining as a member:

• Workspaces — how the Independent workspace and an organization workspace fit together, and how to switch.
• Joining an organization — for associates and supervisors: what accepting an invitation changes, what your organization can see, and how to leave.

If you're an associate or supervisor and your employer invited you, start with Joining an organization. Everything about your own hours still lives in the rest of these docs.