Help Center
Line drawing for the Team and roles topic

Changing a colleague's role or suspending them

Give a colleague a different role, record their credentials and whether they see clients, suspend them, and let them back in.

Who this is for: Practice administrator, Practice manager

Change roles

  1. Select Settings, then Team & access, and open the colleague's row.
  2. Under Roles, choose another role. Choosing one replaces the role they hold rather than adding to it.
    A colleague's sheet with the role choices and what they would lose by the change.
  3. Read They lose, which names what only the old role allowed.
  4. Change Provider, Credentials or Supervising provider if needed, then select Save roles.

Note: A change that would leave supervisees with nobody to countersign their notes is refused, and Weft says what to do first.

Suspend or reactivate an account

  1. Under Suspend this account, select Suspend and confirm it is you. They can no longer sign in, and notes they signed stay in the record under their name.
  2. To let them back in, select Reactivate. They sign in with the password and second step they already had.

Note: The last person who administers the practice cannot be suspended.

Last checked against Weft on 07 Oct 2026. Something on your screen reads differently? Tell us at support@weftary.com.