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.
What are the roles on Birdie?
User - This is the default role when you add a new team member to Birdie. Users can only access the Birdie App, once they have downloaded it onto their mobile devices.
Admin - If you update a User's role to Admin, they will have access to the Birdie Agency Hub, which means they can access and make changes to client records, team profiles, the roster, inbox, care logs and some parts of Finance.
For those using Birdie Finance, team members can be granted additional permissions:
Default User - All Admins will be able to view/assign information on the:
Confirm visits tab
Pay rates tab
Travel rates tab
Invoice rates tab
Client Funding access - This role will allow Admins to view/assign rates and funding information, as well as confirm visits.
Finance Admin - This role is for finance managers in your team, these users can do all of the above and can also make edits to everything in finance, including pay rates, charge rates and travel rates.
If a member of your team needs access to the Finance tab, please request this via our support team, this request will be verified by the Customer Success Team at Birdie.
How to add a Care Professional (User) to Birdie
Click on the Team tab in the top menu and select Add new Caregiver.
Fill in the Care professional'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 Care Professional 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 create 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.
Please note: 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.