Invite Your Team

From the dashboard, click Team in the left sidebar. You will see a list of all current users in your agency.

Click Add Team Member. Enter their first name, last name, email address, and select their role: Coordinator, Biller, Supervisor, or Agency Admin. Click Save.

Agency Admin — full access to all settings, billing, and team management.

Coordinator — manages patients, schedules, and visits. Cannot access billing.

Biller — access to claims, payroll, and billing reports only.

Supervisor — can verify visits and manage caregiver credentials.

Caregiver — mobile app access only; assigned via a linked caregiver record.

When you add a caregiver to the Caregivers section, the system automatically creates a login for them using their first.last@caregiver format. Their default password is Demo1234! and they will be prompted to change it on first login.