Add a Staff Member to Your Organization

🧩 Overview

Administrators in BDI-2 or BDI-2 NU can add staff members by filling out the Add/Edit Staff Member form in the Staff Administration menu. This process includes assigning locations, setting user IDs, and defining permissions.

🔧 Steps

1. Open the Staff Form
    – Navigate to Staff Administration > Add Staff Member.
    – You’ll land on the Add/Edit Staff Member page (see screenshot below).
    – Required fields are marked with a red asterisk (*).

Use this form to enter all necessary staff details, assign locations, and grant privileges.

1. Enter Staff Information
    – Fill in First Name, Last Name, Email, and other optional fields.

2. Assign a Hierarchy Level
    – Use the Hierarchy drop-down to select the organization level.
    – Choose a location from the Available Organization Member box.
    – Click Assign to move it to the Assigned Organization Member box.

3. Set Credentials
    – Enter a unique User ID.
    – (Optional) Add Palm/PDA password and serial number if using mobile devices.

4. Assign Privileges
    – Check boxes under Authorized Privileges to assign system access, such as:
     • Input Assessment
     • View/Manage Reports
     • Edit/Manage Child Records
     • Manage Staff and Licenses

5. Save the Record
    – Click Save to complete the setup.

📝 Additional Notes

• You can verify the staff member was added using Search Staff in the Staff Administration menu.

• Contact Riverside Support at (800) 323-9540 if you encounter issues.