Employees are managed in the Team view. To add an employee, share your agency’s custom invitation link. It doesn’t matter how you share it (email, text message, etc).

Once that employee uses the invitation to create a profile and verify their email address, you will receive a notification that an employee is pending approval.

Employees are grouped by Pending, Active and Inactive in the Team view. When approving an employee, set their permission level and job title.

Note: You can approve new employees as your permission level and lower. For example, Clinical Supervisors can only be approved by a Clinical Supervisor or Business Admin. An employee's permission level can be changed after the user is approved.

Note: Please reach out to [email protected] if you accidentally denied a pending employee.

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