Invite your staff

Roles

Every staff login has exactly one role.

• Admin: everything. Billing and plan, course credits and add-ons, staff and their roles, funding sources, every client and every report. Admins log in with two-step verification. Your organization always has at least one admin.
• Intake Worker: adds new clients (one by one, by CSV or with the sign-up link), records intake details and the funding source, and assigns each client to a case manager. Sees the clients they took in until a case manager is assigned.
• Case Manager: works with the clients assigned to them: gives courses (uses credits), cohorts and deadlines, progress, case notes, and closes a file when the work is done.
• Job Developer: partner employers, referring clients to jobs, applications, placements and the 3, 6 and 12-month follow-ups (Employment Outcomes). Sees every client's job search, not case notes.
• Viewer / Funder Reporting: read-only dashboards, report exports and the audit log. Cannot change anything about a client.

In a small team, an admin can tick Also a case manager on the Team page. Clients can then be assigned to them, and My caseload appears in their menu.

Every staff login counts, whatever the role. Your plan includes 3, 8, 15 or 30 staff logins; add more ($49/month each) under Plan and billing, then Extra staff logins.

Invite someone

1. In the portal menu, click Team.
2. Under Invite staff, enter their Name and Email, pick the Role and click Invite.
3. They get an email. They log in or create a login with that email and click Join followed by your organization's name.

To change a role, pick the new one in the Role list next to their name. To remove someone, click Remove. Their clients become unassigned and the staff login is free again.

Audit log

Every change made in the portal is recorded: who did it, what and when. So are client consent changes and report downloads. Admins and viewers open it under Audit log and can download it in Excel for a funder. Entries cannot be edited.