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.
Seeing a colleague's case is not the same as doing it unobserved, though. Each counseling service names one counselor, and opening one that is not yours is written into the participant's own record, with your name and the date. Both they and the named counselor can read it. Nothing stops you — the point is that it is not invisible.
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