CAREFUL

Team Management

Comprehensive guides for administrators and team owners to manage organizations, teams, and users effectively.

Organization Management

Register a New Organisation

Set up a new organization in CAREFUL

Add Organisational Fields

Customize organization-specific data fields

Re-sort Organisational Fields

Organize custom fields display order

Team Administration

Create a New Team

Set up new care teams within your organization

Rename a Team

Update team names and identifiers

What is a Team Owner?

Understanding team owner privileges

User Administration

Make a User an Administrator

Grant administrator privileges to users

Revoke Administrator Access

Remove administrator privileges

What is an Administrator?

Understanding administrator roles and responsibilities

Disable a User

Temporarily disable user accounts

Re-enable a Disabled User

Restore access for disabled accounts

Access Management

Invite a New User

Send invitations to new team members

Cancel New User Invitation

Revoke pending invitations

Resend an Invitation

Send invitation reminders

Make Someone a Team Owner

Promote team members to ownership

Revoke Team Owner Access

Remove team owner privileges

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