Updating agency worker profiles

• How do I update my email notifications and other preferences?
• I need to update the supervisor for one of the workers at our agency. How do I do this?
• How do I edit an existing worker's permissions?
• What are the differences between agency worker roles in Binti?
• How do I create a new agency worker account?
• Editing agency worker profiles overview (video)
• What can I do if I have questions that weren't addressed in this help article?
  

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How do I update my email notifications and other preferences?

After logging into Binti, look for the Contact Preferences button at the top right hand side of the web page. Click on this link to update your email notifications, color-blind preferences, and your contact phone number. Contact Preferences houses the types of notifications you would like to receive as well as your Contact Info. The following settings can be changed here:

• Assignment notifications
• Status change notifications
• Form completion notifications
• Renewal notifications
• Binti notifications

Binti will automatically set notifications based on the type of worker as shown below.

At any time, you can visit Contact Preferences and change or add the types of notifications you wish to receive.

Your Contact Preferences page will look similar to the following (but will differ slightly based on your Agency and worker types).  The last item on the page is Contact Info where you can add your phone number & allow this to be visible to your families assigned to you.

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 I need to update the supervisor for one of the workers at our agency. How do I do this?

**Note: You will only have the ability to update this information if you're listed as an Admin at the agency in Binti. If you attempt to follow the steps below and are unable to, you likely do not have these permissions set up on your Binti user account, and will need to request the assistance of your supervisor/manager for assistance.

In order to update the supervisor for a worker in Binti, you'll need to pull up the current supervisor's user profile to remove the supervisee, and then later on the new supervisor's user profile to add the supervisee.

To find a worker, navigate over to the blue ribbon at the top of the page, hovering over Users > and clicking on Agency Workers.

Search for the name of the supervisor using the <<Add Filters>> button at the top right hand side of the dashboard.

Once you've found the user you're looking for, hover over the <<Actions>> hyperlink in the right-most column and click on Edit.

From there, you'll be able to update the list of supervisees by removing/adding any workers who have accounts in Binti.

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How do I edit an existing worker's permissions?

**Note: You will only have the ability to update this information if you're listed as an Admin at the agency in Binti. If you attempt to follow the steps below and are unable to, you likely do not have these permissions set up on your Binti user account, and will need to request the assistance of your supervisor/manager for assistance.

First, navigate over to the Agency Workers section of Binti. You will find this section by hovering over Users in the blue ribbon at the top of the page, and then clicking on <Agency Workers> from there.

Next, search for the user profile that you need to edit by using the <<Add Filter>> button at the top right hand side of the dashboard.

Once you've found the user you're looking for, hover over the <<Actions>> hyperlink in the right-most column and click on Edit.

From there, you'll be able to update their role at the agency, their permission to view all applications (including those not assigned to them), and to edit the statuses of applications.

If you have questions on what permissions each listed role has, feel free to chat in with Support.

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What are the differences between agency worker roles in Binti?

APPROVALS ROLES:

Worker Role	BG Check Permissions	Training Logs	Complaint Logs	Reports	Applications Dashboard	Agency Worker Dashboard
Approvals Admin	- Can view, edit, and add new background check logs	- Can view, edit, and add new training hours	- Can view, edit, and add new complaints - Can assign complaints	- Can view all reports	- Can access all fields under Actions - Can add/remove documents - Can edit application statuses	- Can view, edit, and add new agency workers
Case Carrying Team	- No access	- Can view all, but can only edit their entries	- View only access for all users	- Only Barriers to Approval report access	- No access to OOC cases	- Can view only supervisees
Clerical Team	- Can view, edit, and add new background check logs	- Can view, edit, and add new training hours	- Can view, edit, and add new complaints - Can assign complaints	- Can view all reports	- Can access all fields under Actions - Can add/remove documents - Can edit application statuses	- Can view, edit, and add new agency workers
Eligibility Team	- No access	- Can view all, and add training hours, but can only edit their entries	- No access	- Only Barriers to Approval report access	- Only has access to Documents page - Can only delete documents they've uploaded - No access to OOC cases	- No access
Support Worker	- Can access from Background Check Logs to add new logs - Cannot add new logs from Dashboard - view only access	- Can view all, and add training hours, but can only edit their entries	- Can view, edit, and add new complaints (with some restrictions) - Can assign complaints	- Can view all reports	- Can view all users - Can access Documents, Agency Forms, Case Notes for assigned cases	- Can view only supervisees
Approvals Worker	- Can view, edit, and add new background check logs	- Can view all, and add training hours, but can only edit their entries	- Can view, edit, and add new complaints (with some restrictions)	- Can view all reports	- Can view all users - Can access Documents, Agency Forms, Case Notes	- Can view only supervisees
Trainer	- No access	- Can view all, but can only edit their entries	- No access	- No access	- View only access for all users - No access to OOC cases	- No access

PLACEMENTS ROLES: 

Worker role name	Children/Youth Dashboard	Placements Dashboard	Training Logs	Reports	Agency Workers Dashboard
Placements Admin	- Full access to child information from dashboard	- Full access to placement information from dashboard	- View only access to training logs for families	- Can view all reports	- Can view, edit, and add new workers
Placements Team	- Full access to child information from dashboard	- Full access to placement information from dashboard	- View only access to training logs for families	- Can view all reports	- No access

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How do I create a new agency worker account?

**Note: You will only have the ability to update this information if you're listed as an Admin at the agency in Binti. If you attempt to follow the steps below and are unable to, you likely do not have these permissions set up on your Binti user account, and will need to request the assistance of your supervisor/manager for assistance.

First, navigate over to the Agency Workers section of Binti. You will find this section by hovering over Users in the blue ribbon at the top of the page, and then clicking on <Agency Workers> from there.

Next, click on New Agency worker at the top right hand side of the Agency Workers dashboard.

From there, you'll be lead to a page where you can input all the new worker's information. Please note that the user role that you select will dictate how much access a user has to Binti. If you have questions on what permissions each listed role has, feel free to chat in with Support.

You'll also be able to allow the new user to have access to all applications (including those NOT assigned to them), and to allow status changes to applications.

Lastly, you'll be able to add any of their supervisees to their account from here. Please remember that their supervisees must already exist as users in Binti, otherwise, they will NOT appear as an available user when adding them to the list of supervisees.

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Editing agency worker profiles overview (video)

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What can I do if I have questions that weren't addressed in this help article?

If you have any other questions, please feel free to email us at [e-mail], send us a chat using the chat icon (bottom right hand corner), or give us a call at 1-844-424-6844.