Staff

Agency Administrators manage who can use TildyCare and what they are allowed to do. This guide explains how to invite staff and manage their roles.

Inviting staff

To add a new team member, go to Staff and click Invite Staff. Enter their information and pick their role. They will receive a safe link in their email to join your account.

Understanding Roles

• Agency Administrator: Can manage staff, change agency details, and run reports. They can also do everything an Intake Coordinator can do.
• Intake Coordinator: Can manage leads, update client records, and handle the intake process.

Managing access

Administrators can remove a staff member at any time from the Staff screen. Once removed, that person can no longer access your agency's data.

Staff Status

You can set a staff member to be Available or Unavailable. This is important for how leads are assigned:

• Available: The person can be automatically assigned new leads.
• Unavailable: The person will not be included in automatic lead assignments.

Checking invitations

The staff list shows who has joined and who is still waiting to accept their invite. If someone didn't get the email, you can send the invitation again.