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Join an agency as office staff
Back-office staff (scheduling, billing, admin) join an agency through an invite link the agency sends them.
Office staff are agency users who don't interpret: schedulers, billing, admins. The agency sends you an invite link with your access already chosen; there is no agency search, so the only way in is the invite your agency hands you.
Step by step
- 1When you sign up, choose "Office staff" on the role screen.
- 2You'll land on a welcome page that shows your account email; share it with your agency so they can send you an invite.
- 3When the invite arrives, click the link (or paste it on the welcome page) to join; your access takes effect immediately.
- 4Agency managers: go to Operations, Team Roster, choose "+ Add person," and pick "Office staff."
- 5Pick a preset or set each access area as part of the invite; the person is onboarded with that access the moment they accept.
Tips
- Office staff are a vehicle for permissions, so what they can do is entirely set by their access areas (see team permissions).
- Invites can be tied to a specific email or shared as an open link, and they expire, so send a fresh one if it's been sitting a while.
- 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).
- An office-staff person set up as W-2 gets Staff HQ in the sidebar, with their Time Clock, Staff Schedules, and Leave / Time Off together in one place.
- The welcome message a new office-staff person sees is built from the access they were actually granted, so nobody is told they can dispatch jobs when the board is not in their sidebar.
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