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Join an agency as office staff

Back-office staff (scheduling, billing, admin) request to join an agency, which approves them and sets their access.

Office staff are agency users who don't interpret — schedulers, billing, admins. You request to join the agency you work for, and a manager approves you and chooses what you can access.

Step by step

  1. 1When you sign up, choose "Office staff" on the role screen.
  2. 2Search for the agency you work for by state and city, then click "Request to join."
  3. 3Wait for the agency to approve you — you're connected once they do.
  4. 4Agency managers: open Settings, Profile & Team, Team Roster, and find the Join Requests section.
  5. 5Click "Approve & set access," pick a preset or set each area, and the person is onboarded with that access in one step.

Tips

  • Office staff are a vehicle for permissions — what they can do is entirely set by their access areas (see team permissions).
  • To put an office-staff person on the time clock and payroll, open their Employment settings, tick "Employee (W-2)," and set an hourly rate.
  • Office staff don't appear on the dispatch board and see a pared-down account settings page (no interpreter-only tabs).

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