Adding Team Member Accounts

Adding team members to Bambi gives each person the appropriate level of access for their role. This article covers how to create new accounts for all user types.

To add a user to Bambi:

1. Navigate to the Team page in the top navigation menu.

2. Click the User Accounts tab on that page.

3. Click the Add Team Member button in the top right corner.

4. Select the appropriate User Type from the dropdown. For more information on what each type of user can access, see the User Types section below.

5. Enter the team member's First Name, Last Name, Phone Number, and Email Address.

6. Click Save.

The new user will receive an email invitation to set their password and log in.

User Types

• Owner: Full platform access including billing, org settings, and all team management functions.

• Admin: Full access except billing. Can manage all trips, team, and settings.

• Dispatcher: Can create and manage trips and crew schedules. Cannot modify org settings or billing.

• Associate: Drivers and attendants. Mobile app access only; cannot access the Bambi web portal.

• Facility Admin: Can only access the Facility Portal. Can submit and manage trips requests, manage trip requests submitted by other users at their facility, and view passenger data that is specifically linked to their facility. Can also add and manage facility users at their facility.

• Facility User: Can only access the Facility Portal. Can submit trip requests and manage trip requests submitted by their facility, and view passenger data specifically linked to their facility.

• Restricted Support: Limited access to create and manage trips; they can create, edit, cancel, and delete trips, and can activate will-call trips. Access can be restricted to trips under a specific Payer. Useful for call centers and support staff.

  Example of Restricted Support: call center employees who can legally only handle certain facility/payer contracts.

To manage an existing team member:

1. Navigate to the Team page in the top navigation menu.

2. Click the User Accounts tab on that page.

3. Locate the user you'd like to edit or delete in the list.

4. Click the Edit pencil icon for that user.

5. Make any necessary changes and click Save.