Home Managing Your Team 6. Adding a Manager

6. Adding a Manager

Last updated on Apr 28, 2026

A Manager can do almost everything in BEHCA: invite team members, create and edit profiles, manage Groups, view all reports, and run incident workflows. The one thing they can't do is change billing — that stays with the Billing user.

You should add a Manager as soon as your team grows beyond just you.

Why a Manager (not just Staff)

Without at least one Manager besides yourself:

  • You're the only person who can invite new team members.

  • You're the only person who can create new profiles.

  • If you go on holiday or get sick, no one else can run the admin side of the platform.

  • All notifications about team activity, IR review, and admin events come to you alone.

Adding a Manager spreads the load and gives you a backup.

Adding a brand-new Manager

If the person isn't in BEHCA yet:

  1. Sign in at app.behca.com (US) or au.behca.com (Australia).

  2. Open Manage Team → Staff Members → Add New Team Member.

  3. Fill in their name, email, and role: Manager.

  4. Set a Title (e.g. Operations Lead, Care Coordinator).

  5. Optionally assign them to Groups (Managers see all profiles regardless, but groups can be useful for filtering their dashboard).

  6. Click Send Invite.

They'll receive an invitation email. See I was invited — how to accept for what they'll see.

Promoting an existing Staff member to Manager

If they're already on your team:

  1. Open Manage Team → Staff Members.

  2. Click their name.

  3. Change Role from Staff to Manager.

  4. Click Save.

Their permissions expand immediately — no new invite needed. The change is silent, so let them know directly.

Manager vs. Billing — what's the difference?

Capability Manager Billing
Invite/edit team ✅ ✅
Create/edit profiles ✅ ✅
Manage Groups ✅ ✅
View all reports, dashboards, audit logs ✅ ✅
See and pay invoices ❌ ✅
Change subscription plan ❌ ✅
Update payment method ❌ ✅

If you want a co-owner who can also handle the financial side, see Transferring billing ownership instead.

Removing Manager access

Demote them back to Staff:

  1. Open their team page.

  2. Change role from Manager to Staff.

  3. Save.

Make sure they're assigned to the right groups before saving — Staff are restricted by groups, while Managers were not. Without groups, your demoted Manager won't see any profiles.

Common questions

  • How many Managers can I have? — No hard limit. Most organizations have 1–4 Managers.

  • Can a Manager invite another Manager? — Yes.

  • Can a Manager remove the Billing user? — No. Only the current Billing user can transfer that role.

  • What if my only Manager leaves? — Promote a Staff member to Manager before archiving the leaver, so you always have at least two admins.