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User Actions

This page lists common actions in Astral and which roles can perform them. For an overview of roles, see User Roles & Permissions.


Actions by role (high-level)

Action Administrator Psychiatrist Psychologist Assistant
Access Members
Invite/Cancel invitations
Deactivate/Reactivate/Remove members
Manage assistant assignments
Patient intake – Basic ✓ (for assigned therapists)
Patient intake – Full
View own patients ✓ (assigned scope)
Edit own patients
Calendar – create/edit events ✓ (for assigned therapists)
View dashboards

Notes: - Assistants operate within the scope of their assignment: either organization‑wide or a set of specific therapists. See Members. - Psychiatrist and Psychologist have identical permissions in the current version.


Administrator

  • Creates the organization and manages the subscription.
  • Full control over team management on the Members page.
  • Can assign assistants to the entire organization or to specific therapists.

Therapists (Psychiatrist / Psychologist)

  • Manage their own patients.
  • Use Basic or Full patient intake for their patients. See Patient Intake Methods.
  • Create and manage their calendar events.

Assistant

  • Assigned to the entire organization or to specific active therapists.
  • Can perform Basic patient intake for their assigned therapists.
  • Can create calendar events on behalf of assigned therapists (within scope).
  • If an assistant also has a therapist role, they can use Full intake for their own patients and Basic for other therapists they support.

FAQs

• Can assistants edit patient records? Within their assigned scope and subject to clinic policy. Their access is intended to support the therapist’s workflow.

• Can I change a user’s roles after invitation? Not directly in the app. Contact support. See Members and User Roles & Permissions.

• Do psychiatrists and psychologists differ? Not at this time; they share the same capabilities.