Supervision Studio

Professional BACB supervision tracking platform for behavior analysts. Simplify fieldwork documentation, track compliance, and manage supervision hours.

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5435 N Garland Ave
Suite 140-127
Garland, TX 75040

Email

support@supervisionstudio.com
info@classroompulse.io

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Monday - Friday
9:00 AM - 5:00 PM CST

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Supervision Studio is a trademark of ClassroomPulse, LLC.

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    1. Help Center
    2. Documentation
    3. Organization Management

    Organization Management

    Creating and managing your supervision organization

    This guide is for supervisors (BCBAs, BCaBA-Ds) who need to create and manage organizations for supervising trainees.

    Creating an Organization

    Step-by-step guide for supervisors setting up their organization

    Who Can Create an Organization?

    Organizations can only be created by qualified supervisors who meet the following requirements:

    • Active BCBA or BCBA-D certification in good standing
    • Minimum 1 year post-certification experience
    • Completed 8-hour BACB supervision training
    • No active disciplinary actions with BACB

    Organization Setup Process

    1

    Create Supervisor Account

    Sign up at /register and select "I'm a Supervisor" when prompted.

    You'll need to verify your email before proceeding to organization setup.

    2

    Complete Organization Details (Step 1/3)

    Provide your organization information:

    • • Organization Name: Your practice or company name
    • • Business Address: Street, city, state, ZIP
    • • Phone Number: Primary contact number
    • • Website (optional): Your organization's website
    3

    Enter Supervisor Credentials (Step 2/3)

    Verify your supervisor qualifications:

    • • Certification Type: BCBA or BCBA-D
    • • Certification Number: Your BACB certification number
    • • Certification Date: When you were certified
    • • Supervision Training: Date completed and training provider
    • • Years of Experience: Post-certification experience
    4

    Review & Confirm (Step 3/3)

    Review all information for accuracy, accept the terms of service, and create your organization.

    Note: You can update organization details anytime from the settings page after creation.

    Organization Created!

    You'll be redirected to your organization dashboard where you can start inviting supervisees.

    Inviting and Managing Members

    Add supervisees to your organization

    How to Invite Supervisees

    Method 1: Email Invitation (Recommended)

    1. Go to Organization Dashboard
    2. Click "Invite Members" button
    3. Enter supervisee's email address
    4. Add optional welcome message
    5. Click "Send Invitation"

    The supervisee will receive an email with a secure invitation link. They can either create a new account or sign in with an existing account to accept.

    Method 2: Share Invite Link Directly

    1. Click "Get Invite Link" on organization dashboard
    2. Copy the generated unique invitation URL
    3. Share via text message, Slack, Teams, or other platform
    4. Supervisee clicks link and follows registration process

    Useful when supervisee doesn't check email regularly or prefers other communication methods.

    Invitation Status & Management

    Pending Invitations

    Track who you've invited and who hasn't accepted yet:

    • • View pending invites on organization dashboard
    • • Invitations expire after 7 days
    • • Resend invitations that expired or weren't received
    • • Revoke invitations if needed

    Active Members

    Once a supervisee accepts your invitation:

    • • They appear in your "Active Members" list
    • • You can view their supervision hours and progress
    • • You receive notifications when they submit hours
    • • You can approve/reject their hour submissions
    • • They can start logging supervised fieldwork hours
    BACB Limit: Supervisors cannot supervise more than 10 BCBA/BCaBA trainees at one time. The system will warn you if you approach this limit.

    Organization Settings

    Accessing Organization Settings

    Navigate to your Organization Dashboard and click the "Settings" button to access configuration options.

    Available Settings

    Organization Information

    • Name & Address: Update organization name, business address, and contact details
    • Logo: Upload organization logo (appears on reports and attestations)
    • Timezone: Set default timezone for scheduling and timestamps

    Supervision Defaults

    • Default Fieldwork Type: Set default supervision percentage (5%, 10%, or 20%)
    • Attestation Reminders: Configure when to send monthly attestation reminders
    • Approval Workflow: Require supervisor approval before hours count

    Supervisor Credentials

    • Certification Info: Update BACB certification number and expiration date
    • Training Records: Add new 8-hour supervision training completions
    • License Information: Add state licensure details if applicable

    Notification Preferences

    • Email Notifications: Choose when to receive email alerts
    • Hour Submissions: Get notified when supervisees submit hours
    • Attestation Alerts: Reminders for pending monthly attestations
    Important: Changes to supervisor credentials and organization details may require verification. Critical changes create an audit trail for BACB compliance.

    Removing Members

    When to Remove a Member

    You may need to remove a supervisee from your organization when:

    • •Supervision relationship ends (completed hours, changed supervisors, or left organization)
    • •Supervisee is no longer pursuing certification
    • •Employment termination
    • •Member requested to be removed

    How to Remove a Member

    Step 1: Navigate to Organization Dashboard

    Go to Organization and find the member in your "Active Members" list.

    Step 2: Click "Remove Member"

    Click the three-dot menu next to the member's name and select "Remove from Organization."

    Step 3: Confirm Removal & Add Reason

    You'll be asked to confirm and provide a reason for removal (for audit purposes):

    • • Supervision completed
    • • Transferred to another supervisor
    • • Employment ended
    • • Member request
    • • Other (specify)

    Step 4: System Processes Removal

    The system will remove their active membership and notify both parties via email.

    What Happens After Removal

    Access Restrictions

    • • Member loses access to organization
    • • Cannot submit new hours to you
    • • Removed from organization dashboard
    • • No longer receives organization notifications

    Data Preserved

    • • All historical hours remain intact
    • • Signed attestations preserved
    • • Reports still accessible to both parties
    • • Audit trail maintained for BACB
    Important: Removing a member does NOT delete their supervision history. All logged hours and signed attestations remain permanently archived for BACB compliance (7+ years).

    Removing vs. Completing Supervision

    When supervision ends on good terms (hours completed):

    1. Complete and sign all pending monthly attestations first
    2. Generate final reports for the supervisee
    3. Verify all hours are approved and documented
    4. THEN remove the member (selecting "Supervision Completed" as reason)

    This ensures clean documentation for BACB submission.

    Transferring Ownership & Admin Rights

    Organization Ownership & Roles

    Organization Owner

    The person who created the organization. Has full control:

    • • Manage all organization settings
    • • Invite and remove members
    • • Add/remove admin users
    • • Transfer ownership to another qualified supervisor
    • • Delete organization (if no active members)

    Admin Users

    Additional qualified supervisors who can help manage:

    • • Invite and remove supervisees
    • • Approve supervision hours
    • • Sign monthly attestations
    • • View organization reports
    • • Cannot transfer ownership or delete organization

    Members (Supervisees)

    Trainees being supervised:

    • • Log supervision hours
    • • Submit hours for approval
    • • View own progress and reports
    • • Sign monthly attestations
    • • No administrative permissions

    How to Add Admin Users

    Step 1: Verify Qualifications

    Ensure the person meets BACB supervisor requirements (active BCBA/BCBA-D, 1+ year experience, 8-hour training).

    Step 2: Navigate to Settings

    Go to Organization Settings → "Team & Permissions" section.

    Step 3: Click "Add Admin User"

    Enter their email and supervisor credentials. They must already have a supervisor account in Supervision Hub.

    Step 4: They Accept Admin Invitation

    Admin user receives email invitation, reviews permissions, and accepts to gain admin access.

    How to Transfer Ownership

    If you need to transfer organization ownership (retirement, leaving organization, etc.):

    Step 1: Add New Owner as Admin First

    The person receiving ownership must first be added as an admin user and accept that role.

    Step 2: Go to Organization Settings

    Navigate to Settings → "Team & Permissions" → "Transfer Ownership"

    Step 3: Select New Owner

    Choose from the list of current admin users. Only qualified supervisors appear as options.

    Step 4: Confirm Transfer

    System will ask you to confirm this critical action. Type your password to verify.

    Once transferred, you become an admin user (unless you remove yourself). The new owner has full control.

    Warning: Ownership transfer is permanent and cannot be undone. The new owner will have complete control including ability to remove you as admin. Transfer only to trusted individuals.

    Removing Admin Rights

    Organization owners can remove admin users at any time:

    1. Go to Organization Settings → "Team & Permissions"
    2. Find the admin user in the list
    3. Click "Remove Admin Access"
    4. Confirm the action

    Note: They lose admin permissions immediately but retain any supervisee relationships (if they were supervising members).

    Deleting an Organization

    Permanent Action: Organization deletion is irreversible. Only owners can delete organizations, and only when specific conditions are met.

    Requirements to Delete Organization

    • No active members (all supervisees must be removed first)
    • All monthly attestations completed and signed
    • No pending hour submissions or approvals
    • All data exported and backed up (optional but recommended)

    What Gets Deleted

    • • Organization profile and settings
    • • Admin user associations
    • • Pending invitations
    • • Organization-level permissions and access

    What's Preserved (BACB Compliance)

    • All supervision hours remain in supervisee accounts
    • Signed attestations preserved for 7+ years in both parties' archives
    • Historical reports accessible to supervisees for BACB submission
    • Supervisor credential records maintained for audit compliance

    Contact support if you need to delete an organization or have questions about data preservation and BACB compliance requirements.

    Related Documentation

    Supervisor GuideGetting StartedBACB Compliance