Managing Staff Roster at an Office

Referral access is controlled by office affiliations. This means that if you have a staff person set up to view and create referrals on behalf of one provider or office, but another staff person does not have that same office listed, then the second staff person won't be able to view the same referrals. 

Oftentimes, if a staff person can't find a referral, it's because their account provisioning needs to be updated. Similarly, when a new staff person joins your office, you must set up and provision their par8o account in order to give them access to create/view referrals for a particular office or provider.

Note: Only users with client admin accounts and office staff accounts that include additional permissions to ‘Office Admin’ can manage staff rosters.

How to Manage Staff Rosters at an Office

1. Click Manage Offices.
2. Search for the office that you want to change the staff list for.
3. Click the gear button.
4. Choose Edit Staff.

   

   • Remove staff from that office by using the 'x' to the left of the user.
   • Add staff to that office by searching by email address. If the staff does not exist, you can create a new staff account. 
5. Click Save.