Managing Staff Credentials and Credential Types in your Company Account

If you were an existing user when this feature launched by default all credentials that were assigned to staff in your account will populate were automatically added to your account.

This tutorial is intended for Admin users who have access to the company account. Learn how to:

Add custom staff credentials and credential types
Control Permissions
Control how users can verify appointments when credentials have expired

	How To:	Description:	Good to Know:
1	Add Staff Member Credential Types Within your Company Account GO TO Staff Member Settings then SCROLL to Staff Member Credential Types	To add a new type click “+ Staff Credential Type” Then Add the new type and SAVE. A Staff Member Credential Type allows you to categorize the types of credentials your organization needs.	The defaults within your account are examples and are up to each company to decide if they want to incorporate. Defaults values may be edited Credential Types may be removed if they have not been assigned to any staff profiles Duplicate credential types are not allowed
2	EDIT Staff Member Credential Type	To EDIT a Staff Member Credential Type select EDIT, once changes are made select SAVE:	Changes will impact any existing data previously assigned to a staff.
3	REMOVE Staff Member Credential Type	To REMOVE a Staff Member Credential Type - select REMOVE Then select DELETE	Once a Credential Type is deleted, it will be deleted from your system entirely. If you wish to re-add the credential type, you will need to start over by ADDING the credential Once a Credential Type is linked to a staff profile there will no longer be the option to remove
4	ADD Staff Member Credentials Within your Company Account > Staff Member Settings then SCROLL to Staff Member Credentials	The Staff Member Credentials allows you to now manage the credentials that are created within your system. Staff Credentials will then populate in your funder billing codes drop down as well as in staff member profiles.	if you were an existing user when this feature launched by default all credentials that were assigned to staff in your account will populate were automatically added to your account. Once a Credential is added - the option to add a Credential Type from your customized list above will populate.* Credentials can be used to designate professional, education degrees, human resource requirements such as Master’s Degree, Driver’s License, Liability Insurance, CPR or Safety Training. Duplicate credential types are not allowed Similar to Credential Types, once a Credential is linked within your account the above to remove will no longer be applicable
5	EDIT Staff Member Credential	The option to EDIT credentials allows you to update all fields within the credential:	Changes will impact any existing data previously assigned to a staff.
6	REMOVE Staff Member Credential	To REMOVE a Credential - select REMOVE Then select DELETE	Once a Credential is deleted, it will be deleted from your system entirely. If you wish to re-add the credential, you will need to start over by ADDING the credential Once a Credential is linked to a staff profile or a funder restriction, there will no longer be the option to remove There is an option to mark the credential as Inactive
7	Inactivate Credentials In Company Account>Staff Members>Staff Members Credentials	click EDIT next to the credential you need to make inactive CHECK the “Inactive” Box then SAVE	Credentials can be marked as inactive or active anytime Inactive Staff Member Credentials will not be available to select as options when adding to staff profiles
8	View or Select Custom License/Credentials	All active Staff Member Credentials added in the company account will be available as options in the following 2 areas of your account: Funder Services + Billing Code: Staff Member Profile > License/Certifications:
9	Set Roles & Permissions Go to Company Account>Roles Scroll down to Staff Member Info	3 new permissions have been added: View Staff Credentials Edit Staff Credentials Dismiss Credential Warnings	Users with “View” permission can only View Staff Credentials Users with “Edit“permission can Add/Edit and Delete Staff Credential Types Users can dismiss Credential warnings in the Staff Member List and within any staff member profile Important: Once a credential warning has been dismissed the system will no longer flag an expired or credential that will be expiring within 30 days.
10	Block staff from verifying appointments if credentials are expired Go to Company Account>Funders click Edit scroll down to Scheduling Rules