Members and roles

There is one Member roster. Open Members in the rail.

A Member is a person who can sign in to this Agency. A Directory contact is a professional outside the Agency, such as a referring physician. A contact is not a login. An Invitation by email is the only way to seat a new Member.

Roles

A person's role sets what they can see and do.

• Owner: the highest Agency role. Creating the Agency makes the creator its Owner. An Owner can do everything an Admin can, and is the only role that can assign, demote, or remove Owners. Keep at least one Owner.
• Admin: runs the Agency. Sees every child, and manages people, paperwork, settings, billing, and payroll. An Admin cannot assign, demote, or remove Owners.
• Service coordinator: sees only the children they coordinate.
• Provider: sees only the children they work with. This is the role a new person gets unless you choose another.

There are four roles. Billing and office work belong to an Admin. A person can hold two roles, such as an Admin who also provides services.

The roster

Owner and Admin see Invite as the primary action. They send an Invitation by email and pick the role the person joins as. Until the person accepts, they can resend or revoke the Invitation.

Staff see the same roster without Invite.

Settings → Members is a door to this roster. It is not a second list.

On the same roster, Owner and Admin can change a role and remove a Member. Each change names the person, the Agency, and the effect. The roster explains each role. Only an Owner can change an Owner's role. The last Owner cannot leave until another Owner exists. A solo Agency can keep working while a second Owner is recommended.

Members can leave the Agency from their own row.

Related

• Active sessions — where you and your team are signed in
• Audit log — a record of every Member change