Grant the right access to the right people. Roles & Access Levels lets agencies control who can view or edit each part of the Dashboard with flexible, role-based permissions.

Roles & Access Levels (Released Nov 26, 2025)

Create and manage shifts without assigning a client. Staff-Only Shifts make it easy to schedule trainings, meetings, and other internal activities while keeping scheduling flexible.

Staff-Only Shifts (Released Nov 20, 2025)

Easily organize staff and clients with Groups. This new feature streamlines scheduling and management for day programs, group homes, and other high-volume care settings.

Groups (Released Sep 19, 2025)

Detect scheduling conflicts instantly. Real-time alerts help prevent overlapping shifts, reduce billing errors, and keep schedules compliant.

Shift Conflicts (Released Sep 19, 2025)

Administrators can now create and add custom fields to client, caregiver, and agency profiles, giving agencies more flexibility to capture the information that matters most.

Custom Fields (Released Aug 2025)

Set and track billable service limits in real time. These new tools help agencies stay compliant, prevent overbilling, and give teams clear visibility into remaining units and budgets.

Custom Budget Maxes (Released Aug 2025)

Agency Admins can now edit existing billing codes, even after those codes have been used in billing records.

Billing Code Editing Flow (Released Jul 2025)

Track and document goal attempts with accuracy. Whether a client completes a task or refuses, staff can now log each attempt and reason, ensuring every effort is captured for clear,…

Goal Attempts (Released Jun 16, 2025)

Chart for any client on a shift, not just assigned ones.

Advanced Charting (Released Jun 9, 2025)

This release gives Administrators the ability to define exactly what fields Staff are required to complete when logging Goals and administering Medications.

Custom Goal and Medication Types (Released May 2025)

Hover over any shift to instantly see important details, making it easier to stay informed without clicking into each event.

Hover Cards on Shift Calendar (Released May 2025)

We’ve made it easier than ever to manage billing in Giv. Administrators can create billing records without needing to first create a shift.

Manual Billing Record Creation (Released May 2025)

Custom Incident Type (Released Apr 2025)

We have added more functionality to the "claims" section to move towards a full cycle Revenue Management system within Giv.

Claims Management (Released Apr 2025)

Get up to date on the account settings changes we have made for more customization

Account Settings (Released Mar 2025)

View a complete list of Giv's product updates in 2025.

2025 Product Updates

Contact Support

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search and ask

Find guides, answers, and references.

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.