A Motics organisation has five roles. The role decides what a person can do. Owners, co-owners and admins manage the team.
Roles in Motics
Owner. The primary owner of the organisation. Full control, including billing.
Co-owner. Full control of the organisation alongside the owner, including billing.
Admin. Manages the team, member credit limits and credit requests. Can buy extra credits. Cannot change the plan, payment details or seats.
Member. A practising clinician. Works with their own sessions, notes and recordings.
Observer. Read-only access to the organisation. Cannot do clinical work and cannot spend credits.
Note: Phone Agent and Audit Agent are for owners and admins only. Motics turns on Audit Agent for each account.
How do I know my role?
Open Settings.
Select Team.
If you can see Add Team Member, you are an owner, a co-owner or an admin. If you can only see the team list, you are a member or an observer.
Before you invite
You must be the owner, a co-owner or an admin.
Your plan must include team members. The Free plan is for one clinician. To invite colleagues, upgrade to the Team or Scale plan.
If your plan does not include team members, Team shows Team members aren't included in your plan. Select Upgrade plan to choose a plan.
Invite a colleague
Open Settings.
Select Team.
Select Add Team Member.
Type the email address.
In the role list, select a role. The default is Member.
Select Invite.
Motics shows the message Successfully invited a new team member. Motics sends the person an email invitation. The status shows Invited.
Note: On the Team and Scale plans, you can invite as many users as you need. Everyone shares one credit pool.
Note: A person who already owns another organisation cannot join yours. They must transfer ownership of their organisation first.
Resend an invitation
In Team, find the person with the status Invited.
Select the send icon. The tooltip is Resend invitation.
In Resend invitation, select Confirm.
Motics shows the message Invitation resent successfully.
Note: You must wait before you can resend. The tooltip shows when you can resend. There is also a maximum number of resends.
Change a person's role
In Team, find the person.
In the role list, select the new role.
Motics saves the change. It shows the message Team member updated successfully!
Note: Only the owner or a co-owner can change the owner's role. You cannot change your own role.
Note: When you make a person an observer, their credit limit becomes 0.
Remove a person
When you remove a person, Motics moves them to their own account on the Free plan. Their own sessions stay with them.
Credits and requests
Everyone in the organisation shares one credit pool. By default, a member has no personal limit.
Owners, co-owners and admins can set or remove a limit for each member on the Usage Credits page.
Members can ask for more credits with Request Credits.
Owners, co-owners and admins approve or decline requests in Credit Requests.
Note: The Usage Credits page shows only for accounts on credit-based billing.
For details, see Understand Credits and Usage Limits.
Organisation templates and defaults
Organisation templates are shared across the team. Owners, co-owners and admins create and edit them.
If you cannot share a template with the organisation, ask an owner or admin. They can change your role, or create the template for you.
If something goes wrong
You see "Invitation created, but the email failed to send." Use the resend button. Try again in a few minutes.
You see "Failed to add a new team member". Read the reason in the message. Then try again.
The status shows Invitation rejected. The person declined. Invite them again if needed.