Org Admin Guide

As an org admin you own the workspace: locations, the provider roster, billing and organization-wide settings. Schedulers build the rosters; providers view, swap and request time off.

Tip: Every account starts with a 60-day free trial on the plan chosen at signup. No credit card required.

1. Add your locations in Locations with Add location. Every schedule lives inside a location; your first one was created with the hospital.
2. Add providers in People with Add provider, or add many at once with Bulk-import physicians or shifts from a file.
3. Collect preferences by sending each provider their link from Physician setup links.
4. Import a current schedule if you're starting mid-month: open Import schedule.
5. Preview the provider experience at Physician preview before inviting your team.

• Org admin — locations, providers, billing and organization-wide settings.
• Scheduler — builds and publishes schedules; manages shift types, rules, holidays, requests and the roster.
• Provider — views their shifts, syncs a calendar, swaps, picks up shifts and requests time off.
• Platform admin — CAIER staff only.

Role assignment isn't self-serve yet. To make a teammate a scheduler or another org admin, or to limit a scheduler to certain locations, email support@aiertechnologies.com with their email and role.

When someone signs up, link their account to their provider profile from People with Link to provider.

• Billing shows your plan and trial status. Without a subscription, Start free trial adds a card for Solo or Essentials.
• Once subscribed, Manage billing & cancel opens the Stripe portal to update your card, download invoices or cancel.
• For Intelligence or Complete, use Talk to us about upgrading.
• Plans are flat monthly fees covering up to 100 active physicians, with unlimited shifts and users. AI usage is included and isn't billed separately.

One workspace can hold many locations. Shift types, rules and holidays stay scoped to each location, while billing is shared.

• A provider can work at several locations, with one primary location and an optional fixed FTE share at each. Fixed shares may not exceed 100%; locations without a share float and split the rest by need.
• Set this in People → Edit provider → locations, star the primary one, then Save locations.
• CASE builds the selected locations together, or you can build One location first for review.

• Row-level security keeps each organization's data separate; people see only the locations they belong to.
• Provider names, emails and phone numbers in text are replaced with tokens before schedule text is sent to an AI model. Images you upload are sent as-is.
• Calendar feeds use private links. A provider can invalidate theirs with Rotate URL in My schedule → Calendar sync.
• For a data export or deletion request, email support@aiertechnologies.com.

• Open Meri from the command strip under the header, or from Ask Meri. Type, or tap the mic (Speak to Meri) to dictate.
• Meri shows a preview of every change and waits for you to confirm. Building, publishing and deactivating also need a typed confirmation word.
• She can only do what your role allows. If she can't do something yet, click Ask the CAIER team to teach me this. For a poor answer, choose Send transcript and add a note.

For org admins Meri can add locations and providers, set FTE, credentials and locations, and explain billing — payment changes stay in Billing. Email support@aiertechnologies.com for account or billing issues.