Help Center

Team Collaboration

Overview

Professional+

Team Collaboration allows multiple educators to work together on shared student caseloads. BCBAs can oversee RBTs, special education teams can coordinate across classrooms, and schools can manage behavior data at scale—all while maintaining data privacy and clear accountability.

👥

Multi-User Access

Add team members to your account

🔗

Shared Students

Collaborate on student data

📊

Team Dashboard

View aggregate team metrics

🔒

Role-Based Access

Control who can see and do what

Team Size by Plan

PlanTeam MembersBest For
Free / Starter / Essential1 (no team features)Individual teachers
ProfessionalUp to 5Small teams, BCBA + RBTs
SchoolUp to 20School-wide implementation
DistrictUnlimitedDistrict-wide deployment

Setting Up Your Team

When you subscribe to a Professional, School, or District plan, you become the team owner. As the owner, you can invite members, assign roles, and manage team settings.

Team setup screen

Shows the initial team setup with organization name and settings

/images/help/team-setup-initial.png

Initial Setup Steps

  1. 1

    Name Your Team

    Go to Team → Settingsand enter your organization name (e.g., “Lincoln Elementary SpEd Team”).
  2. 2

    Set Team Preferences

    Configure default settings for new members:
    • Default role for new invites
    • Student sharing preferences
    • Notification settings
  3. 3

    Invite Your First Members

    Add team members by email. They'll receive an invitation to join your team.
  4. 4

    Share Students

    Assign students to team members or create shared caseloads.

Existing Accounts

Team members with existing Classroom Pulse accounts will have their data merged when they join your team. Their students become part of the shared pool.

Inviting Team Members

Invite colleagues to join your team via email. They'll receive a secure invitation link to create an account or link their existing account.

Team invite form

Shows the invitation form with email input, role selection, and message field

/images/help/team-invite-form.png

How to Invite Members

  1. 1

    Navigate to Team

    Click Team in the main navigation.
  2. 2

    Click Invite Member

    Click the Invite Member button.
  3. 3

    Enter Email Address

    Enter the colleague's email address.
  4. 4

    Select Role

    Choose their role: Admin, Member, or Viewer.
  5. 5

    Add Personal Message (Optional)

    Include a note explaining why you're inviting them.
  6. 6

    Send Invitation

    Click Send Invite. They'll receive an email within minutes.

Invitation Status

Pending

Invitation sent, waiting for response

Accepted

Member has joined the team

Expired

Invitation expired after 7 days

Bulk Invitations

Need to invite many people? Contact support for bulk invitation options, or use CSV import on District plans.

Roles & Permissions

Control what team members can see and do with role-based permissions. Each role has specific capabilities designed for different responsibilities.

Owner

Full control over the team account, billing, and all settings. Only one owner per team.

  • Manage billing and subscription
  • Add/remove team members
  • Assign and change roles
  • Access all students and data
  • Configure team settings
  • Delete the team
Admin

Manages team operations without billing access. Ideal for lead teachers or coordinators.

  • Add/remove team members
  • Assign roles (except Owner)
  • Access all students and data
  • Manage team settings
  • Generate team reports
  • Cannot access billing
Member

Standard team member with full data access. Best for teachers and behavior specialists.

  • Access assigned students
  • Log behavior data
  • Create and run assessments
  • Generate student reports
  • View team dashboard
  • Cannot manage team settings
Viewer

Read-only access for observation or review. Good for administrators or consultants.

  • View assigned student data
  • View reports
  • Cannot log data
  • Cannot modify students
  • Cannot access team settings
  • Cannot invite members

Permission Comparison

CapabilityOwnerAdminMemberViewer
Log behavior data
Create students
Run assessments
Generate reports
Invite members
Manage roles
Team settings
Billing access

Sharing Students

Students can be shared among team members for collaborative data collection and oversight. This is essential for scenarios like BCBA supervision, co-teaching, or cross-setting support.

Student sharing modal

Shows the sharing dialog with team member selection and permission levels

/images/help/student-sharing-modal.png

Sharing Models

👁️

Primary + Viewers

One primary data collector, others can view and comment

Best for: BCBA overseeing RBT data collection

✏️

Co-Primary

Multiple team members can all log data

Best for: Co-teaching or rotating staff

👥

Team Caseload

Entire team has access to all students

Best for: Small team with shared responsibility

🔍

Supervisor Access

Admin/Owner can view all students team-wide

Best for: Department heads, coordinators

How to Share a Student

  1. 1

    Open Student Profile

    Navigate to the student you want to share.
  2. 2

    Click Share

    Click the Share button in the profile header.
  3. 3

    Select Team Members

    Choose which team members should have access.
  4. 4

    Set Access Level

    For each member, choose:
    • Can edit: Full data logging access
    • Can view: Read-only access
  5. 5

    Save Changes

    Click Save to apply sharing settings.

Student sharing settings

Shows the sharing configuration with team members and their access levels

/images/help/student-sharing-settings.png

Data Attribution

All behavior logs are attributed to the team member who recorded them, even on shared students. This maintains clear accountability and supports IOA calculations.

Team Dashboard

The Team Dashboard provides a bird's-eye view of your team's activity, student outcomes, and data collection patterns. It's designed for supervisors and coordinators to monitor team performance.

Team dashboard

Shows the team dashboard with activity feed, member stats, and aggregate charts

/images/help/team-dashboard-overview.png

Dashboard Sections

📋

Activity Feed

Real-time log of team activity: new logs, assessments, reports generated

📊

Member Stats

Data collection metrics per team member: logs this week, active students

📈

Student Overview

Aggregate behavior trends across all shared students

⚠️

Alerts & Flags

Students needing attention, overdue data collection, crisis alerts

🎯

IOA Summary

Inter-observer agreement calculations for co-observed sessions

📄

Report Queue

Pending reports and upcoming deadlines

Filtering & Views

Customize the dashboard view with filters:

  • Date range:Today, This Week, This Month, Custom
  • Team members:All, Specific members, or By role
  • Students:All shared, Specific students, or By classroom
  • Metrics:Logs, Behaviors, Assessments, or Reports

Team Communication

Classroom Pulse includes tools for team communication around student data, ensuring everyone stays informed and aligned.

📝

Student Notes

Add notes to student profiles that all team members with access can see. Use for shift handoffs, observation notes, or intervention updates.

💬

Log Comments

Comment on specific behavior logs to ask questions, provide context, or flag for review.

@

@Mentions

Tag team members in notes or comments to notify them directly. They'll receive an in-app and email notification.

📤

Shared Reports

Generate and share reports with specific team members. They'll see it in their report queue.

Team comments on a behavior log

Shows a comment thread on a behavior log with @mentions and replies

/images/help/team-comments-thread.png

Email Notifications

Team members receive email notifications for @mentions and comments on their students. Notification preferences can be customized in Settings → Notifications.

Managing Your Team

As an Owner or Admin, you have tools to manage team membership, resolve issues, and maintain data integrity.

Team management page

Shows the team members list with role badges, status, and action buttons

/images/help/team-management-page.png

Common Management Tasks

Change a Member's Role

  1. 1Go to Team → Members
  2. 2Find the member and click their row
  3. 3Select new role from dropdown
  4. 4Click Save Changes

Remove a Team Member

  1. 1Go to Team → Members
  2. 2Click the menu (⋮) next to the member
  3. 3Select Remove from Team
  4. 4Choose what happens to their students
  5. 5Confirm removal

Transfer Student Ownership

  1. 1Go to the student's profile
  2. 2Click Share → Transfer Ownership
  3. 3Select the new primary owner
  4. 4Confirm transfer

Transfer Team Ownership

  1. 1Go to Team → Settings
  2. 2Scroll to Danger Zone
  3. 3Click Transfer Ownership
  4. 4Select new owner (must be Admin)
  5. 5Confirm with password

Removing Members

When you remove a member, you can choose to:
  • Reassign students: Transfer their students to another member
  • Archive students: Archive their students (data preserved)
  • Keep data: Students stay but become unassigned

Team Settings

  • Team Name: Display name for your organization
  • Default Sharing: Whether new students are shared with team automatically
  • Notifications: Team-wide notification preferences
  • Data Policies: Retention, export, and privacy settings

Related Resources

Subscription & Billing

Understand team size limits by plan

Student Management

Learn about managing shared students

Reports

Generate team and individual reports

Keyboard Shortcuts

Navigate team features quickly