Account setup

The first time you sign in to a new Behaview organization, Account Setup asks a few questions and sets the organization up for your work: roles for your BCBAs, RBTs and trainees, BACB task lists from the Skills Library, and a demo person with sample data. You can change all of it later.

Fill in the form

1. Your Information: your First name and Last name.

2. Organization Information: the Organization name and its Short name, which shows in URLs. Both start from your name, so change them to your clinic’s.

3. Purpose: choose one or more of the purposes below.

4. Role: the role you hold, or intend to hold. The list opens once you choose a Purpose, and its options follow the Purposes you chose.

5. Check the Preview, which lists the Roles, Skills, Demo Users and Role Assignments the setup will create, then select Set me up!

Purposes

Purpose	Imports from the Skills Library	Creates the roles	Demo user
I want to do Staff Observations/Overlaps	Behavior Technician Basics	Behavior Technician, BCBA, BCaBA, RBT	Demo Behavior Technician
I want to track or supervise BCBA Fieldwork	BCBA Test Content Outline (6th Edition)	BCBA Candidate, BCBA	Demo BCBA Candidate
I want to track or supervise BCaBA Fieldwork	BCaBA Test Content Outline (6th Edition)	BCaBA Candidate, BCBA	Demo BCaBA Candidate
I want to train and/or assess RBTs	RBT Test Content Outline (3rd Edition), RBT Competency Assessment (2026)	RBT Candidate, BCBA	Demo RBT Candidate

The Behavior Technician role and each candidate role require the task list their Purpose imports, so everyone in them has those skills on their profile. The BCBA, BCaBA and RBT roles start with no skills. For what each task list holds, see BACB task lists.

Each demo user comes with demo data, such as sample Session Plans. Each demo candidate has a Certification ID, and the BCBA and BCaBA ones also have the rest of their certification fields filled in.

Remove the demo users when you are ready

Once you’re settled in, delete each demo user to delete their demo data: open their profile, then Manage › Delete Demo Member.

Roles you can choose

You are always added to the Owner role, which the Preview lists as Owners (Required). The Role you choose can add you to one more.

Role	Offered with	Adds you to
Owner / Administrator	Any Purpose	No other role
BCBA	Any Purpose	BCBA
BCaBA, RBT or Behavior Technician	I want to do Staff Observations/Overlaps	That role
BCBA Candidate	I want to track or supervise BCBA Fieldwork	BCBA Candidate
BCaBA Candidate	I want to track or supervise BCaBA Fieldwork	BCaBA Candidate
RBT Candidate	I want to train and/or assess RBTs	RBT Candidate
Other	Any Purpose	No other role

What every ABA organization starts with

These exist from the moment the organization is created, whichever Purposes you choose.

Session Plan types

Type	Use it for
Staff Observation	The default type, for staff observations and overlaps. The Type list on a Session Plan shows it as Session Plan.
Self-assessment	Assessing yourself. You are the Observee, it starts as Started, and it hides the Agenda, Supervisor Notes, Recent History and Personal Notes.
BACB Supervision	A supervision that counts toward the BACB reports. The people read Supervisor and Supervisee, and it carries the BACB fields.
BACB Independent Session	A trainee’s own independent fieldwork. They are both people on it, and it starts as Done.

The two BACB types and their fields are described in BACB Session Plans.

Types of people

Everyone in the organization has one of three types: Staff, the default, Clients and Guardians/Parents. Only Staff have the BACB certification fields. See Clients and Guardians/Parents.

Roles and permission sets

Each role’s permission set decides what its members can see and do. See Users and permissions.

Role	Permission set
Owner	Admin
BCBA	Supervisor
BCaBA, RBT, Behavior Technician, BCBA Candidate, BCaBA Candidate, RBT Candidate	Supervisee

The Owner role is created with every organization; the rest come from the Purposes you choose. A Supervisor works with the people they supervise through a Supervisor relationship, so connect each BCBA to their RBTs and trainees after setup.