Team & account · How-to · updated Sep 6, 2026
Open Team - 1More → Settings → Team → Invite. Enter the person's email and pick a role.
- 2They receive an email link, create a password, and land in your agency.
- 3Remove someone from the same page. Their sessions end and their name stays in the audit log.
Admin or staff?
- Admin: everything, including agency settings, billing, team, iConnect sends, and permanent deletion.
- Staff: work with consumers, employees, documents, schedules and notes. They can't change the agency, billing or delete records permanently, and they can't change an employee's email.
Caregivers
Caregivers don't need a team seat. Invite them to the caregiver portal from their employee record instead; they only ever see their own shifts.
Related
- Employee records and job roles · Why the job role matters, what an employee needs before their first shift, and how the portal invite works.
- Two-factor authentication and Face ID · Turn on an authenticator app for your login, and lock the mobile app behind Face ID.