To get started on Birdie, you will need to add your team to the Birdie Agency Hub. You will need to decide whether they are a User (Carer using the Birdie app), or if will they will need to have Admin access.
You can also set additional roles for your team such as Finance permissions, for those using Birdie's Rostering & Finance package.
Understanding Roles and Permissions
Basic Roles
User (Carer)
Access to the Birdie mobile app only
Can view and complete assigned visits
No access to Agency Hub
Admin
Full access to Agency Hub
Can manage Client records and team profiles
Can view/edit roster and care logs
2. Finance Access Levels
The Finance tab permissions are structured in three tiers:
Default Admin Access
View-only access to:
Confirm visits tab
Pay rates
Travel rates
Invoice rates
Client Funding Access
Everything in Default Admin, plus the ability to view and edit:
Payer contracts
Client funding information
Funding sources
Subscriptions (can view and assign to clients, but cannot be edited)
Finance Admin
Everything in Client Funding Access, plus:
Full edit access to all pay rates
Full edit access to charge rates
Full edit access to travel rates
Full management of subscriptions
Complete finance configuration control
Requesting Finance Access
To request finance permissions:
Contact the Birdie support team
Specify the required access level (Default/Client Funding/Finance Admin)
The customer Success Team will verify and process the request
Please note: if you cannot see certain tabs that you previously had access to, this may be due to recent permission changes. Please check with your agency manager for assistance.
How to add a Carer (User) to Birdie
Click on the Team tab in the top menu and select Add new Caregiver.
Fill in the Carer's name, email address and phone number. Here you will also change the status to Active and select No for Admin.
If you use groups in your agency you can select the group here. This information can be changed at a later date if needed
Please note: You will not be able to add a Carer to your agency hub if their number is already in use elsewhere on Birdie.
If you receive this error, please reach out to our support team via the Chatbot or by emailing [email protected]. They will be able to add them for you.
How to add an Admin profile to Birdie
If you decide to change a User to an Admin profile so that they can access the Agency Hub you can do this by going to the Team tab and selecting the care professional.
On the Basic Info tab, scroll across to the Agency Admin tab, navigate to Roles & Status and click Edit.
Here you can change the status to Admin and click Save when you are done. If you need to change the profile back to a user profile you can do this here as well.
Admins will have access to all Client data by default. Revoking admin status removes access to all Clients for security reasons. Viewing permissions can be manually reassigned for those who are not using an integration. If using a third-party rostering integration your viewing permissions will be granted once visits to that Client have been assigned.
Using integrations
If you are using a rostering integration you will not see the Create new caregiver button. You will need to add the user as a carer in your rostering system and their profile will automatically be created in Birdie in the next sync. You will then be able to update their role to Admin if required.