There are two ways to add staff members: one-by-one or in bulk.
Option 1: add a single staff member
Use this method for quickly adding one or two caregivers at a time.
Click Personnel in the left menu
Click Staff in the left menu
Click + New staff member
Fill in the required fields:
First Name
Last Name
Phone number**
Email address: if the staff member doesn’t have an email, you can make one up—just be sure to use a unique email. Duplicate emails will be blocked.
Staff role: leave it blank if the staff member is a DSP. If the staff member is not a DSP, select the role in the dropdown (select from existing roles or create new role)
Click Invite
Once you hit Invite, an email will be sent to the new staff member to set up their account.
**The phone number must be a personal number that the staff member can easily access. It cannot be a main office line, as it will be used to receive SMS verification codes during login. The number must also be US-based.
Option 2: upload multiple caregivers via CSV
Use this method for adding multiple caregivers at a time.
Click Personnel in the left menu
Click Staff in the left menu
Click the 3 dots and select Bulk Import DSPs
Download the CSV Template
The template includes these columns: First Name, Last Name, Phone number, and Email
Open any spreadsheet program (e.g., Google Sheets, Excel, Numbers) and import the CSV template
Fill out the spreadsheet with your staff member details.
Export or save the file as a .csv format
Once the .csv file is finished:
Return to the Staff page and select Bulk Import DSPs
Click Choose DSP File and select your completed .csv file
Click Submit DSPs
Once submitted, an email will be sent to the new staff members to set up their account.
Important: Make sure every email in your .csv file is unique. If you try to reuse an email already in the system, the upload will fail for that row.
Resending the invite
If you need to resend the invite:
Click Personnel in the left menu
Click Staff in the left menu
Hover over the staff member and click Resend Invitation
Editing a staff member profile
If you need to update a staff member’s profile:
Click Personnel in the left menu
Click Staff in the left menu
Search for and select the staff member
Click Edit below General Information
Update the information
Click Save
Note: If you update a phone number, a new invite email will be sent to the staff member to register that new number.
For questions about adding staff members:
Reach out to your Customer Success Manager
Or email: [email protected]