Help Guide / Agency Guide / Part 1. Agency staff

Inviting and approving providers

Where. Sidebar › Providers › Providers › Onboarding tab
  1. Select Invite provider. Enter the email, region, and intended start date, then send the invitation.
  2. When the application is submitted, open it and verify the legal name, address, emergency contact, signature, and RECE registration if claimed.
  3. Open each uploaded document. Check that the required Vulnerable Sector Check and any other requested certificates are legible, current, and match the applicant.
  4. If anything is missing or incorrect, select Request changes and describe each correction. Review the resubmitted application when it arrives.
  5. Approve with notes when the application meets requirements. The provider receives instructions to set a password. If unsuitable, reject with a reason.
Note. Invitation links expire after 14 days. If one expires, delete the expired invitation and send a new one.
Still stuck? Email support@cubbypro.com or call (844) 679-1062.