Overview
We’ve introduced updates to simplify how agencies manage staff, roles, and permissions. This release is a step in the direction of consolidating staff management into a single view, enhances bulk upload capabilities, and improves role creation and permissions selection.
Impacted Users
Agency Administrators
Supervisors and Managers responsible for staff setup/staff managing
Any users involved in onboarding new staff or managing roles/permissions
New Features and Feature Enhancements
Personnel Tab / Staff Section: The “Caregivers” and “Users” will be deprecated. All staff are now listed under “Staff” with their roles and statuses.
Role Creation: Admins can now create new roles directly from the “+New Staff Member” button. Required fields include:
Role Title
Permissions
Role Description (Optional)
Staff Management Improvements:
View staff status (Active, Inactive, Invited)
Resend invitations to pending staff
Archive inactive staff
Search and filter staff by role or status
Bulk Upload for DSPs: Upload multiple staff members via CSV. Enhancements include:
Validating files before upload
Highlights errors (e.g., missing email/phone)
Sends invite emails once successful upload and validation of csv file
Feature Set and Affected Other Feature Areas
Feature Area: Personnel Management (Staff, Roles, and Permissions)
Affected Areas:
Caregivers and Users tabs (will be removed and consolidated into “Staff”)
Role and Permission Management (expanded to allow creation directly from adding a new staff workflow)