Getting started
Invite your team
Go to Team and enter a colleague's email and role. They get an email invitation; clicking it creates their account inside your agency.
The roles
- Agency Admin — everything: clients, orders, billing, team management.
- Agency Staff — day-to-day work: clients, orders, deliveries.
- Care Manager — like staff, oriented to a caseload.
Invitations expire after 7 days — re-send from the Team page if one lapses. You can suspend a team member instantly from the same page; suspension keeps their history (nothing is ever deleted) but ends their access.