For agencies🏢 Agency Management
Manage staff and team roles
Invite team members, approve office-staff join requests, and set each person's access by area.
The Team Roster is one list of everyone at your agency (interpreters, office staff, and placeholders), grouped by kind. It is where you add people, approve those who ask to join, and open a person to set their access, rates, credentials, and compliance.
Step by step
- 1Go to Operations and open Team Roster.
- 2Use "+ Add person" and pick what kind they are: an interpreter (they get an email and work from their own portal), office staff (you choose what they can access), or a placeholder (a name you can schedule before they sign up).
- 3Anyone waiting on you shows a status chip. "Pending approval" means they asked to join, so approve them right on their row.
- 4Someone you invited shows "Invited" until they accept; use Revoke on their row to withdraw it.
- 5Click "Manage" on a row to open that person, where their access, employment, rates, credentials, documents, and compliance all live.
- 6Placeholders open the same way, with an Account section for linking them to the real account once they sign up.
Tips
- Access is set per area (Coordinate, Billing, People, Customers, Reports, Settings), not by a single fixed role. Presets give a quick starting point.
- Owners always have full access and can't be edited; you can only grant access up to your own level.
- Promoting an interpreter to a staff role stamps them with your agency; a pure interpreter never gets tied to a single agency because they can work with many.
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