The Staff page (Settings → Staff under Agency Management) is the roster. Three tabs, each with a count: Active Users, Pending Invites, Inactive Users.
Invite a new staff member
Click Invite member.
Enter the work Email. If it is not recognized, First name and Last name fields appear — fill them in.
Under Role, select one or more roles. The role decides what the person can see and where they work (web or phone) — see Set roles and permissions.
Optionally pick a Team.
Click Send invitation.
Note: Field clinicians work in the phone app, not on the web. After a clinician accepts the invitation, have them install the app and complete the first sign-in on Wi-Fi.
Manage outstanding invites on Pending Invites: Resend invite sends a fresh email (expired invites show the button on the row); Delete invite kills the link.
Edit a staff record
On Active Users, click the person. The profile has tabs: Overview, Demographics, Scheduling & Coverage, Credentials, Employment & HR, Attachments, Activity.
Each card has its own edit control in the header. Edit, save, and the card confirms (for example "Personal information updated").
Keep Credentials current — expired credentials block scheduling assignments for that clinician.
Deactivate and reactivate
Deactivate: row menu → Deactivate user → confirm. Access is off; history is kept; the person moves to Inactive Users.
Reactivate: find them on Inactive Users and confirm Reactivate.
Delete user (on Inactive Users) removes the entry from the list entirely. Use it only for entries that should never come back, such as duplicates.
Organize teams
Teams group staff by coverage; scheduling and referral routing use them. Settings → Teams:
Click Add Team, enter a Name, click Create team.
Open the team: set Team Coverage (coverage type, then ZIP codes or facilities) and add Members.
How coverage routes patients, and what membership controls, is covered in Teams and coverage.
If something goes wrong
An invited person never got the email. Check Pending Invites and resend. Have them check spam for the invitation.
A clinician is not appearing in scheduling. Check their staff profile: Scheduling & Coverage (schedulable, ZIP coverage) and Credentials (nothing expired).