6. Adding a Manager

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 a Billing user.

Whether to add a Manager is entirely up to you — it depends on how your organization is set up and how you want to share the workload.

What a Manager can do

A Manager has the same day-to-day admin abilities as you (apart from billing), so giving someone the role lets them:

• Invite and edit team members.
• Create and edit profiles.
• Manage Groups.
• Receive notifications about team activity and IR reviews.

This can be handy if you'd like a second person who can run the admin side — for instance, so things keep moving when you're away. It's optional, not required.

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 from the gear menu → 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 Save.

They'll receive an invitation email automatically. 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 (gear) → /staff → 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?

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.
• A Manager is leaving — anything to do first? — If you'd like someone to take over their admin duties, promote another team member to Manager before archiving the leaver. A Billing user can always handle admin tasks too.

Related articles

• Editing a team member's role and permissions
• Transferring billing ownership
• Understanding roles