[{"data":1,"prerenderedAt":619},["ShallowReactive",2],{"docs-navigation":3,"site-settings":339,"docs-\u002Ffor-organizations\u002Fcreate-your-organization\u002F":374,"docs-surround-\u002Ffor-organizations\u002Fcreate-your-organization\u002F":617},[4,32,65,103,124,158,230,263,295,317],{"title":5,"path":6,"stem":7,"children":8},"Getting Started","\u002Fgetting-started","01.getting-started",[9,14,20,26],{"title":10,"path":6,"stem":11,"description":12,"icon":13},"Getting started","01.getting-started\u002Findex","Create your account, set up your pathway, and learn your way around the dashboard.","ph:rocket-launch-duotone",{"title":15,"path":16,"stem":17,"description":18,"icon":19},"Create your account","\u002Fgetting-started\u002Fcreate-your-account","01.getting-started\u002F1.create-your-account","Sign up for Licentio and sign back in, with or without a password.","ph:user-plus-duotone",{"title":21,"path":22,"stem":23,"description":24,"icon":25},"Set up your pathway","\u002Fgetting-started\u002Fset-up-your-pathway","01.getting-started\u002F2.set-up-your-pathway","Tell Licentio your license type, degree date, and registration so it applies the right BBS rules.","ph:signpost-duotone",{"title":27,"path":28,"stem":29,"description":30,"icon":31},"Your dashboard","\u002Fgetting-started\u002Fyour-dashboard","01.getting-started\u002F3.your-dashboard","Take a tour of the Licentio home screen and learn what each card is telling you.","ph:squares-four-duotone",{"title":33,"path":34,"stem":35,"children":36},"Logging Hours","\u002Flogging-hours","02.logging-hours",[37,42,47,53,59],{"title":38,"path":34,"stem":39,"description":40,"icon":41},"Logging your hours","02.logging-hours\u002Findex","Record supervised experience accurately, in the format the BBS expects.","ph:pencil-simple-line-duotone",{"title":43,"path":44,"stem":45,"description":46,"icon":41},"Log your hours","\u002Flogging-hours\u002Flog-your-hours","02.logging-hours\u002F1.log-your-hours","Record supervision sessions a day or a week at a time, with the right supervisor, category, and workplace.",{"title":48,"path":49,"stem":50,"description":51,"icon":52},"Categories","\u002Flogging-hours\u002Fcategories","02.logging-hours\u002F2.categories","Learn what each supervision category means and why choosing the right one matters.","ph:tag-duotone",{"title":54,"path":55,"stem":56,"description":57,"icon":58},"Edit or delete","\u002Flogging-hours\u002Fedit-or-delete","02.logging-hours\u002F3.edit-or-delete","Fix a mistake in a logged event, and understand what changes mean for your record.","ph:pencil-duotone",{"title":60,"path":61,"stem":62,"description":63,"icon":64},"Import existing hours","\u002Flogging-hours\u002Fimport-existing-hours","02.logging-hours\u002F4.import-existing-hours","Bring hours you tracked in another tool into Licentio.","ph:upload-simple-duotone",{"title":66,"path":67,"stem":68,"children":69},"Progress And Compliance","\u002Fprogress-and-compliance","03.progress-and-compliance",[70,75,80,86,92,97],{"title":71,"path":67,"stem":72,"description":73,"icon":74},"Progress","03.progress-and-compliance\u002Findex","See where you stand against your pathway's requirements and fix anything that needs attention.","ph:chart-line-up-duotone",{"title":76,"path":77,"stem":78,"description":79,"icon":74},"Your progress","\u002Fprogress-and-compliance\u002Fyour-progress","03.progress-and-compliance\u002F1.your-progress","Read your totals, your projected completion, and where each category stands.",{"title":81,"path":82,"stem":83,"description":84,"icon":85},"Requirements","\u002Fprogress-and-compliance\u002Frequirements","03.progress-and-compliance\u002F2.requirements","See the official BBS requirements for your pathway, with your progress on every row.","ph:list-checks-duotone",{"title":87,"path":88,"stem":89,"description":90,"icon":91},"Validation","\u002Fprogress-and-compliance\u002Fvalidation","03.progress-and-compliance\u002F3.validation","Check whether your experience is ready for the BBS, and resolve anything that isn't.","ph:shield-check-duotone",{"title":93,"path":94,"stem":95,"description":96,"icon":25},"Your pathway","\u002Fprogress-and-compliance\u002Fyour-pathway","03.progress-and-compliance\u002F4.your-pathway","Review your license type, registrations, 90-day rule dates, and the coursework and exams that go with them.",{"title":98,"path":99,"stem":100,"description":101,"icon":102},"Correct or renew","\u002Fprogress-and-compliance\u002Fchange-your-pathway","03.progress-and-compliance\u002F5.change-your-pathway","Fix a registration detail you entered wrong, or record a renewed or subsequent registration the BBS issued.","ph:arrows-clockwise-duotone",{"title":104,"path":105,"stem":106,"children":107},"Supervision","\u002Fsupervision","04.supervision",[108,113,118],{"title":109,"path":105,"stem":110,"description":111,"icon":112},"Your supervisor","04.supervision\u002Findex","Connect your supervisor, set how approvals work, and keep your hours signed off.","ph:users-three-duotone",{"title":114,"path":115,"stem":116,"description":117,"icon":19},"Add a supervisor","\u002Fsupervision\u002Fadd-a-supervisor","04.supervision\u002F1.add-a-supervisor","Invite your supervisor, complete the BBS Supervision Agreement together in Licentio, and manage the relationship over time.",{"title":119,"path":120,"stem":121,"description":122,"icon":123},"Getting sign-off","\u002Fsupervision\u002Fgetting-hours-signed-off","04.supervision\u002F2.getting-hours-signed-off","See how logged hours move through approval, weekly sign-off, and the final attestation, and what each one is for.","ph:signature-duotone",{"title":125,"path":126,"stem":127,"children":128},"For Supervisors","\u002Ffor-supervisors","05.for-supervisors",[129,134,140,146,152],{"title":130,"path":126,"stem":131,"description":132,"icon":133},"For supervisors","05.for-supervisors\u002Findex","Review and approve your supervisees' hours and keep your supervisor credential current.","ph:user-circle-check-duotone",{"title":135,"path":136,"stem":137,"description":138,"icon":139},"Supervisor dashboard","\u002Ffor-supervisors\u002Fsupervisor-dashboard","05.for-supervisors\u002F1.supervisor-dashboard","See what a supervisor's workspace shows, and how to get set up to review hours.","ph:gauge-duotone",{"title":141,"path":142,"stem":143,"description":144,"icon":145},"Review & approve","\u002Ffor-supervisors\u002Freview-and-approve","05.for-supervisors\u002F2.review-and-approve","Work through your approval queue, set your review cadence, and understand what you're attesting to.","ph:check-square-offset-duotone",{"title":147,"path":148,"stem":149,"description":150,"icon":151},"Weekly sign-off","\u002Ffor-supervisors\u002Fweekly-sign-off","05.for-supervisors\u002F3.weekly-sign-off","Sign the weeks of approved hours your supervisees keep for their BBS records, from your Weekly sign-off page or the reminder email.","ph:calendar-check-duotone",{"title":153,"path":154,"stem":155,"description":156,"icon":157},"Your credential","\u002Ffor-supervisors\u002Fyour-credential","05.for-supervisors\u002F4.your-credential","Record the licenses that authorize you to supervise, and keep them current.","ph:identification-badge-duotone",{"title":159,"path":160,"stem":161,"children":162},"For Organizations","\u002Ffor-organizations","06.for-organizations",[163,168,173,179,185,191,196,202,207,212,218,224],{"title":164,"path":160,"stem":165,"description":166,"icon":167},"For organizations","06.for-organizations\u002Findex","Set up an organization workspace, invite your team, connect supervision, and oversee licensure progress across your associates.","ph:buildings-duotone",{"title":169,"path":170,"stem":171,"description":172,"icon":167},"Create an organization","\u002Ffor-organizations\u002Fcreate-your-organization","06.for-organizations\u002F01.create-your-organization","Start an organization workspace for your clinic, agency, or training program, and begin your 30-day trial.",{"title":174,"path":175,"stem":176,"description":177,"icon":178},"Workspaces","\u002Ffor-organizations\u002Fworkspaces","06.for-organizations\u002F02.workspaces","Understand the Independent workspace and organization workspaces, switch between them, and manage which ones you belong to.","ph:user-switch-duotone",{"title":180,"path":181,"stem":182,"description":183,"icon":184},"Joining an organization","\u002Ffor-organizations\u002Fjoining-an-organization","06.for-organizations\u002F03.joining-an-organization","Accept an organization's invitation, understand what your organization can and cannot see about your hours, and leave when a placement ends.","ph:door-open-duotone",{"title":186,"path":187,"stem":188,"description":189,"icon":190},"Roles","\u002Ffor-organizations\u002Froles","06.for-organizations\u002F04.roles","Learn what each of the seven organization roles can see and do, and where the line on clinical detail sits.","ph:identification-card-duotone",{"title":192,"path":193,"stem":194,"description":195,"icon":19},"Members","\u002Ffor-organizations\u002Fmembers","06.for-organizations\u002F05.members","Invite people to your organization, change roles, remove members, and understand which memberships count as billable seats.",{"title":197,"path":198,"stem":199,"description":200,"icon":201},"Connect supervision","\u002Ffor-organizations\u002Fconnect-supervision","06.for-organizations\u002F06.connect-supervision","Link supervisor and associate pairs to your organization so the hours logged under them appear in your records, and choose the date visibility begins.","ph:link-duotone",{"title":203,"path":204,"stem":205,"description":206,"icon":74},"Team progress","\u002Ffor-organizations\u002Fteam-progress","06.for-organizations\u002F07.team-progress","Read your organization dashboard, act on what needs attention, and see where every associate stands toward licensure.",{"title":208,"path":209,"stem":210,"description":211,"icon":112},"Supervisors & events","\u002Ffor-organizations\u002Fsupervisor-workload","06.for-organizations\u002F08.supervisor-workload","See each supervisor's caseload against the cap, their pending approvals and unsigned weeks, and the ledger of every session your organization can see.",{"title":213,"path":214,"stem":215,"description":216,"icon":217},"Reports and exports","\u002Ffor-organizations\u002Freports-and-exports","06.for-organizations\u002F09.reports-and-exports","Download the team compliance report and export associate progress, supervisor workload, and session records as CSV or JSON.","ph:file-csv-duotone",{"title":219,"path":220,"stem":221,"description":222,"icon":223},"Billing","\u002Ffor-organizations\u002Fbilling","06.for-organizations\u002F10.billing","Understand the organization trial, what a billable seat is, how monthly and annual plans charge for seats, and how to manage or cancel your plan.","ph:credit-card-duotone",{"title":225,"path":226,"stem":227,"description":228,"icon":229},"Settings & audit","\u002Ffor-organizations\u002Fsettings-and-audit","06.for-organizations\u002F11.settings-and-audit","Rename your organization, set the billing contact and default approval workflow, and read the record of membership, billing, and organization changes.","ph:gear-six-duotone",{"title":231,"path":232,"stem":233,"children":234},"Reports And Export","\u002Freports-and-export","07.reports-and-export",[235,240,246,252,257],{"title":236,"path":232,"stem":237,"description":238,"icon":239},"Reports and export","07.reports-and-export\u002Findex","Generate the Experience Verification you submit to the BBS, the hours logs that back it up, a progress report, and a raw export of your data.","ph:file-text-duotone",{"title":241,"path":242,"stem":243,"description":244,"icon":245},"Progress report","\u002Freports-and-export\u002Fprogress-report","07.reports-and-export\u002F1.progress-report","Generate a working snapshot of your totals, categories, and projected completion.","ph:chart-donut-duotone",{"title":247,"path":248,"stem":249,"description":250,"icon":251},"Experience Verification","\u002Freports-and-export\u002Fexperience-verification","07.reports-and-export\u002F2.experience-verification","Fill the official BBS Experience Verification with your approved hours and send it to your supervisor to sign electronically.","ph:seal-check-duotone",{"title":253,"path":254,"stem":255,"description":256,"icon":239},"Hours logs","\u002Freports-and-export\u002Fhours-logs","07.reports-and-export\u002F3.hours-logs","Download your Detailed Hours Log and Weekly Log, the records that back up your Experience Verification.",{"title":258,"path":259,"stem":260,"description":261,"icon":262},"Export your data","\u002Freports-and-export\u002Fexport-your-data","07.reports-and-export\u002F4.export-your-data","Download your event log as CSV or JSON, filtered however you like.","ph:download-simple-duotone",{"title":264,"path":265,"stem":266,"children":267},"Account And Billing","\u002Faccount-and-billing","08.account-and-billing",[268,272,278,284,290],{"title":269,"path":265,"stem":270,"description":271,"icon":229},"Account and billing","08.account-and-billing\u002Findex","Manage your profile, sign-in, notifications, and your Licentio subscription.",{"title":273,"path":274,"stem":275,"description":276,"icon":277},"Your profile","\u002Faccount-and-billing\u002Fyour-profile","08.account-and-billing\u002F1.your-profile","Update your display name, review your licensure setup, and find your archived record.","ph:user-circle-duotone",{"title":279,"path":280,"stem":281,"description":282,"icon":283},"Sign-in and security","\u002Faccount-and-billing\u002Fsign-in-and-security","08.account-and-billing\u002F2.sign-in-and-security","Manage your password, linked sign-in methods, and where you're signed in.","ph:lock-key-duotone",{"title":285,"path":286,"stem":287,"description":288,"icon":289},"Notifications","\u002Faccount-and-billing\u002Fnotifications-and-privacy","08.account-and-billing\u002F3.notifications-and-privacy","Choose which emails you receive, and export or delete your data.","ph:sliders-duotone",{"title":291,"path":292,"stem":293,"description":294,"icon":223},"Trial & subscription","\u002Faccount-and-billing\u002Ftrial-and-subscription","08.account-and-billing\u002F4.trial-and-subscription","Understand how the free trial works, add a payment method, and manage or cancel billing.",{"title":296,"path":297,"stem":298,"children":299},"Emails And Notifications","\u002Femails-and-notifications","09.emails-and-notifications",[300,305,311],{"title":301,"path":297,"stem":302,"description":303,"icon":304},"Emails","09.emails-and-notifications\u002Findex","Understand every message Licentio sends, why you got it, and what the links inside do.","ph:envelope-simple-duotone",{"title":306,"path":307,"stem":308,"description":309,"icon":310},"Emails you'll receive","\u002Femails-and-notifications\u002Femails-you-receive","09.emails-and-notifications\u002F1.emails-you-receive","See every transactional email Licentio sends, grouped by what it's about.","ph:envelope-simple-open-duotone",{"title":312,"path":313,"stem":314,"description":315,"icon":316},"Approve from email","\u002Femails-and-notifications\u002Femail-actions","09.emails-and-notifications\u002F2.email-actions","See how the secure action links in supervisor emails work.","ph:cursor-click-duotone",{"title":318,"path":319,"stem":320,"children":321},"Help","\u002Fhelp","10.help",[322,327,333],{"title":323,"path":319,"stem":324,"description":325,"icon":326},"Help and FAQ","10.help\u002Findex","Find common problems, quick fixes, and answers to the questions associates ask most.","ph:lifebuoy-duotone",{"title":328,"path":329,"stem":330,"description":331,"icon":332},"Troubleshooting","\u002Fhelp\u002Ftroubleshooting","10.help\u002F1.troubleshooting","Fix common problems, from sign-in trouble to hours that won't count.","ph:wrench-duotone",{"title":334,"path":335,"stem":336,"description":337,"icon":338},"FAQ","\u002Fhelp\u002Ffaq","10.help\u002F2.faq","Get straight answers about how Licentio handles BBS rules, your data, and your account.","ph:question-duotone",{"id":340,"extension":341,"footer":342,"header":365,"meta":371,"stem":372,"__hash__":373},"settings\u002Fsettings\u002Fsite.yml","yml",{"copyright":343,"links":348,"social":352},{"holder":344,"rights":347},{"label":345,"href":346},"Kaweah Tech","https:\u002F\u002Fkaweah.tech","All rights reserved.",[349],{"label":350,"href":351},"Website","https:\u002F\u002Flicent.io",[353,357,361],{"ariaLabel":354,"href":355,"icon":356},"Kaweah Tech on LinkedIn","https:\u002F\u002Fwww.linkedin.com\u002Fcompany\u002Fkaweah-tech","ph:linkedin-logo-duotone",{"ariaLabel":358,"href":359,"icon":360},"Licentio on Instagram","https:\u002F\u002Fwww.instagram.com\u002Flicentio.app\u002F","ph:instagram-logo-duotone",{"ariaLabel":362,"href":363,"icon":364},"Licentio on Facebook","https:\u002F\u002Fwww.facebook.com\u002Flicentioapp\u002F","ph:facebook-logo-duotone",{"logoAlt":366,"cta":367,"links":370},"Licentio",{"label":368,"to":369},"Open App","https:\u002F\u002Fapp.licent.io",[],{},"settings\u002Fsite","F0oj4FrPv8pf3nEkyewaF3rf6LkEMtZ58_Ogqa5Jb28",{"id":375,"title":376,"body":377,"description":172,"extension":612,"icon":167,"meta":613,"navigation":614,"path":170,"seo":615,"stem":171,"__hash__":616},"docs\u002F06.for-organizations\u002F01.create-your-organization.md","Create your organization",{"type":378,"value":379,"toc":602},"minimark",[380,384,389,403,410,428,431,444,448,469,475,479,523,536,540,566,569,575,588,596],[381,382,383],"p",{},"An organization takes about a minute to create. You give it a name, Licentio\nstarts a 30-day trial with no card required, and you land on a dashboard ready for\nyou to invite your team. There are two ways in, depending on whether you already\nhave a Licentio account.",[385,386,388],"h2",{"id":387},"create-an-organization-when-you-sign-up","Create an organization when you sign up",[381,390,391,392,397,398,402],{},"If you're new to Licentio, ",[393,394,396],"a",{"href":395},"\u002Fgetting-started\u002Fcreate-your-account\u002F","create your account","\nas usual. After you agree to the terms, Licentio asks how you'll use it. Choose\n",[399,400,401],"strong",{},"I'm setting up an organization"," (\"Manage members, billing, and oversight for a\nclinic, agency, or training program\").",[381,404,405,406,409],{},"The next screen is ",[399,407,408],{},"Name your organization",":",[411,412,413,421],"ol",{},[414,415,416,417,420],"li",{},"Enter the ",[399,418,419],{},"Organization name",". Use the name your associates and supervisors\nwill recognize; it's what your team sees across the app and what appears on\nyour invoices.",[414,422,423,424,427],{},"Select ",[399,425,426],{},"Create organization",".",[381,429,430],{},"That's the whole setup. Licentio takes you to your new organization's dashboard.",[432,433,434],"note",{},[381,435,436,437,439,440,443],{},"Came from a link on the Licentio website that offered organization plans? The\nrole question is skipped and you go straight to ",[399,438,408],{},". If\nthat's not what you wanted, select ",[399,441,442],{},"Choose a different role"," under the form.",[385,445,447],{"id":446},"create-an-organization-from-an-existing-account","Create an organization from an existing account",[381,449,450,451,454,455,457,458,461,462,465,466,468],{},"Already tracking your own hours, or already supervising? You don't need a second\naccount. Open the account menu (top right), select ",[399,452,453],{},"Settings",", then the\n",[399,456,174],{}," tile. Under ",[399,459,460],{},"Start an organization",", select ",[399,463,464],{},"Create an\norganization",". The same ",[399,467,408],{}," screen appears.",[381,470,471,472,427],{},"Your existing Independent workspace stays exactly as it is. The organization is a\nsecond workspace you switch to from the account menu. See ",[393,473,174],{"href":474},"\u002Ffor-organizations\u002Fworkspaces\u002F",[385,476,478],{"id":477},"what-you-get","What you get",[480,481,482,492,502,513],"ul",{},[414,483,484,487,488,427],{},[399,485,486],{},"You're the Director."," The person who creates an organization holds the\nDirector role, which has full access: members, supervision, billing, settings,\nand the audit trail. See ",[393,489,491],{"href":490},"\u002Ffor-organizations\u002Froles\u002F","Roles and permissions",[414,493,494,497,498,427],{},[399,495,496],{},"A 30-day trial, no card required."," Your organization's Billing page shows\nthe exact date it ends. To keep going past that date, choose a plan and add a\ncard. See ",[393,499,501],{"href":500},"\u002Ffor-organizations\u002Fbilling\u002F","Plans, seats, and billing",[414,503,504,507,508,512],{},[399,505,506],{},"A web address."," Licentio derives a short web address for your organization\nfrom its name (for example, ",[509,510,511],"code",{},"bright-futures-counseling","). Links your team saves\nuse it. You can rename the organization later; the web address stays fixed.",[414,514,515,518,519,522],{},[399,516,517],{},"An empty dashboard that fills in as people join."," Until anyone accepts an\ninvitation, the dashboard shows ",[399,520,521],{},"Invite your team"," with a shortcut to the\nMembers page.",[381,524,525,526,530,531,535],{},"The order that works best from here: ",[393,527,529],{"href":528},"\u002Ffor-organizations\u002Fmembers\u002F","invite your members",",\nthen ",[393,532,534],{"href":533},"\u002Ffor-organizations\u002Fconnect-supervision\u002F","connect supervision"," so the hours\nyour associates log start showing up in your organization's records.",[385,537,539],{"id":538},"gotchas","Gotchas",[480,541,542,548,554],{},[414,543,544,547],{},[399,545,546],{},"The organization name is what your team sees."," It goes on the workspace\nswitcher, the dashboard, and your invoices. Pick the name people know, not an\ninternal code.",[414,549,550,553],{},[399,551,552],{},"Nothing is added to anyone's account until they accept."," Creating an\norganization and inviting people doesn't touch their existing Licentio data.\nOnly accepting an invitation adds the workspace to their account.",[414,555,556,559,560,563,564,427],{},[399,557,558],{},"If you signed up as an organization first, you won't have an Independent\nworkspace."," That's deliberate: a Director who isn't tracking their own hours\ndoesn't need one. The Director role carries no logging or supervision pages,\nso if you later need to log your own hours or supervise associates yourself,\nturn Independent on from ",[399,561,562],{},"Settings → Workspaces",". See ",[393,565,174],{"href":474},[385,567,334],{"id":568},"faq",[381,570,571,574],{},[399,572,573],{},"Do I need a card to start?","\nNo. The 30-day trial starts without one. Add a card and choose a plan from the\nBilling page before the trial ends to keep your team working without\ninterruption.",[381,576,577,580,581,583,584,427],{},[399,578,579],{},"Can I change the organization's name later?","\nYes, from the organization's ",[399,582,453],{}," page. The web address chosen at\ncreation doesn't change. See ",[393,585,587],{"href":586},"\u002Ffor-organizations\u002Fsettings-and-audit\u002F","Settings and the audit trail",[381,589,590,593,594,427],{},[399,591,592],{},"Can I create more than one organization?","\nYes. Each is a separate workspace with its own members, billing, and settings.\nRepeat the steps under ",[399,595,460],{},[381,597,598,601],{},[399,599,600],{},"I'm an associate. Should I create an organization for my agency?","\nUsually the agency should. Whoever creates it becomes its Director and is\nresponsible for billing. If your employer wants oversight of your hours, point\nthem to this page and ask them to invite you.",{"title":603,"searchDepth":604,"depth":604,"links":605},"",3,[606,608,609,610,611],{"id":387,"depth":607,"text":388},2,{"id":446,"depth":607,"text":447},{"id":477,"depth":607,"text":478},{"id":538,"depth":607,"text":539},{"id":568,"depth":607,"text":334},"md",{},{"title":169},{"title":376,"description":172},"7qJs6HtJGn_KyN1M8P8szg9ikjLtp7ZlhqgMWyQDgL4",[618,618],null,1787252053481]