Adding Team Member 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

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1. Navigate to "Team" from the top menu.

2. Navigate to “Accounts” on the Team Sub-Menu.

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3. Tap the green “Add a Member” button on the top right of the navigation.

‍4. 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, complete trips, cancel trips, activate will calls (if option is selected by Owner / Admin), and only for the Payers that they have access to.

• 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: Can only: Input/book trips, view trips, edit trips, cancel/delete trips, and activate will-call trips.
  Example of Restricted Support: (Call center employees who can only legally handle certain facility/payer contracts) (CAN BE RESTRICTED TO CERTAIN PAYERS)

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

Note: The unique email address associated with each team member will serve as both their account identifier for receiving the Bambi welcome email and their login username for accessing the platform