🧩 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
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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.
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Enter Staff Information
– Fill in First Name, Last Name, Email, and other optional fields. -
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. -
Set Credentials
– Enter a unique User ID.
– (Optional) Add Palm/PDA password and serial number if using mobile devices. -
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 -
Save the Record
– Click Save to complete the setup.
📝 Additional Notes
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You can verify the staff member was added using Search Staff in the Staff Administration menu.
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Contact Riverside Support at (800) 323-9540 if you encounter issues.
