A short list, because knowing these early saves time later. Each is a deliberate design decision, not a missing feature.
You cannot add a participant directly
There is no "add client" button. People join by taking your assessment — see Sharing an assessment.
This is why the link is open by default rather than invite-only. An assessment people can reach is the only way anyone joins at all, so making it reachable is the whole mechanism.
You cannot edit an assessment created by a colleague
You can see assessments other counselors in your organisation created, but only the person who created one can change it.
You cannot release a committed place early — if you are a practice
In a practice or agency, approving somebody commits a place for 12 months. Archiving them does not end that commitment early.
Schools work the other way round: archiving a student frees their place immediately, and places reset at subscription renewal. Which rule applies to you depends on your organisation type — see Approving people.
You cannot see another organisation's data
Not your colleagues' data within your own organisation — that you can see. Another organisation entirely. The one exception is the shared demo school, which every counselor can open by design.
Related
- Privacy, consent and minors — the consent boundary this respects
- What the AI sees, and what it does not — what reaches the AI, and what does not