2.2 Team

2.2.1 Adding User Accounts

Any good software needs great users, and that's you and your team members! Let's get everyone on board and ready to use Bambi to max. Create a profile for new team members and set their type permissions.

1. Navigate to “Accounts” on the Team Sub-Menu and tap the green “Add a Member” button on the top right of the navigation.

2. Choose Type of User:

• Owner: Access to everything, can create and delete Admins.
• Admin: access to everything, except can not delete Owners.
• Dispatcher: access to everything except Organizational Settings and Billing or adding/editing Team User Accounts and Fleet Vehicles.  
• Associate (Drivers & Attendants): can only work assignments and complete trips.
• Facility Admin: can request trips, view passengers and edit settings for a specific Facility Ride Ordering Portal.
• Facility User: can only view passenger and trip status for a specific Facility Ride Ordering Portal.
  
  • Select Payer Facility Required (or Multiple)
• Restricted Support: Minimal viewing permissions.

3. Complete User Information: Name, Phone Number and Email Address

Note: Facility Admins and Users are Required to Associate Payers / Facility with each Members to provide access to Facility Ride Ordering Portal

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2.2.2 Adding Drivers

After creating a user account profile for new team members it’s time to pick your drivers.

1. Navigate to “Driver” on the Team Sub-Menu and tap the green “Add a Driver Profile” button on the top right of the navigation.

3. Select a Member to Add them as a Driver.

Note: If you can’t find a person to add as a Driver go back a step and make sure they have a member account setup.

Note: The unique email address associated with the team member will be their account they receive their Bambi welcome email, to set up their account access. Also this email address will be their Bambi login username.

4. Add Legal Driver Information: License Number, DOB, Issuing State and Expirations Date for compliance.

5. Activate Driver: Toggle “Is this Driver Active?”

6. Proceed to the “Next” step

7. Select which vehicle type(s) this driver can handle:
   
   • Ambulatory Load / Unload: Passenger is able to walk.
   • Broda Chair Load / Unload: Specialized wheelchair.
   • Geri Chair Load / Unload: Basic Geriatric chair.
   • Stretcher Load / Unload: Stretcher Cot.
   • Wheelchair Load / Unload: Basic wheelchair.
   • Wheelchair XL Load / Unload: Extra-Large or Bariatric wheelchair

8. Select a service level(s):
   
   • Curb to Curb: Passenger is picked up at the curb and dropped off at the curb.
   • Door to Door: Passenger is picked up at door and dropped off at door.
   • Door Through Door: Passenger is met inside pickup location (if necessary) and dropped off inside destination (if necessary).

9. Select any ‘Other’ skills
   
   • Bariatric
   • Stairs

10. Tap “Save”
    
    

Note: You can Edit these settings anytime or Delete a Driver by tapping the “Edit” Pencil icon for any listed Driver.

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2.2.3 Adding Attendants

After creating a user account profile for new team members it’s time to pick your attendants.

Note: Attendants are not intended to operate any vehicles.

1. Navigate to “Attendant” on the Team Sub-Menu and tap the green “Add Attendant” button on the top right of the navigation.

2. Select a Member to Add them as an Attendant.

Note: If you can’t find a person to add as an Attendant go back a step and make sure they have a member account setup.

3. Proceed to the “Next” step

4. Select which vehicle types this Attendant can handle:
   
   • Ambulatory Load / Unload: Passenger is able to walk.
   • Broda Chair Load / Unload: Specialized wheelchair.
   • Geri Chair Load / Unload: Basic Geriatric chair.
   • Stretcher Load / Unload: Stretcher Cot.
   • Wheelchair Load / Unload: Basic wheelchair.
   • Wheelchair XL Load / Unload: Extra-Large or Bariatric wheelchair
5. Select a service level(s) for Attendant:
   
   • Curb to Curb: Passenger is picked up at the curb and dropped off at the curb.
   • Door to Door: Passenger is picked up at door and dropped off at door.
   • Door Through Door: Passenger is met inside pickup location (if necessary) and dropped off inside destination (if necessary).

6. and Other skills
   
   • Bariatric
   • Stairs

7. Tap “Save”

Note: You can Edit these settings anytime or Delete an Attendant by tapping the “Edit” Pencil icon for any listed Attendant.

2.2.4 Adding Credentials

Add Credentials to Members for compliance and training.

1. Navigate to “Credentials” on the Team Sub-Menu and tap the green “Add Credential” button on the top right of the navigation.

2. Select Credential Type:
   
   • Safe Driving: This credential indicates the individual has demonstrated competence in safe driving practices, likely through a course or assessment.
   • CPR: This credential signifies the individual is certified in Cardiopulmonary Resuscitation, meaning they have been trained to provide life-saving assistance in the event of cardiac arrest.

3. Select a Team Member to Add Credentials

4. Indicate Expiration Date

5. Tap “Save”
   Note: You can Edit these anytime or Delete a Credential by tapping the “Edit” Pencil icon for any listed Member.

1. Navigate to “Accounts” on the Team Sub-Menu and tap the green “Add a Member” button on the top right of the navigation.

2. Choose Type of User:
   
   • Admin: access to everything.
   • Dispatcher: access to everything except user permissions and organizational settings.
   • Associate (Drivers & Attendants): can only work assignments and complete trips.
   • Facility Admin: can request trips, view passengers and edit settings for a specific Facility Ride Ordering Portal.
   • Facility User: can only view passenger and trip status for a specific Facility Ride Ordering Portal.
     
     • Select Payer Facility Required (or Multiple)
   • Restricted Support: Minimal viewing permissions.
3. Complete User Information: Name, Phone Number and Email Address

4. Tap "Save": An Email will be sent to the user to confirm their access.

Note: Facility Admins and Users are Required to Associate Payers / Facility with each Members to provide access to Facility Ride Ordering Portal

Adding Drivers & Attendants

1. Add A Driver Profile: Tap on the Drivers Tab on the 'Teams' Sub-Menu to add or edit driver profile information.

Note: Drivers must have a member account setup before being added as a Driver.

1. Add Attendant: Tap on the Attendants Tab on the 'Teams' Sub-Menu to add or edit driver profile information.

Note: Attendants must have a member account setup before being added as a Driver.