Introduction

Adding users to teams allows you to build your clinical workforce within CAREFUL. You can add existing organisation members to a team or invite entirely new users. This is essential for building teams that can collaborate on patient care.

Before You Start

You must be a Team Owner or Organisation Administrator to add users to a team
Navigate to the specific team you want to add a user to

Steps

Adding an Existing User to a Team

From the sidebar, select Teams to expand your team list, then click the name of the team you want to add a user to
In the team view, click the kebab menu (⋮) in the top-right corner
Select Add user to team from the dropdown menu
The "Add user to team" dialogue box appears with a search field
In the Search for an existing user field, start typing the person's first or last name
As you type, a dropdown list appears showing matching users from your organisation
- Users already in the team will show as "(Already in team)" and cannot be selected
Click on the user you want to add from the search results
The user's details appear, showing their name and current organisation role
Under Team role, select either:
- Staff – for standard team members (default option)
- Team Owner – for users who will manage team settings and members
Click the Add this user to team button
The dialogue closes automatically and the team refreshes
The new member now appears in the Members tab, and an entry is added to the team's audit log

Inviting a New User (Not Yet in the Organisation)

If the person you're looking for doesn't exist in your organisation yet:

Follow steps 1-5 above to open the "Add user to team" dialogue and search
If no results appear, you'll see the message User not in the system?
Click the Invite them now button
This opens the "Create Organisation User" dialogue where you can invite them to join CAREFUL
The new user will be invited to both the organisation and the selected team

What Happens Next

The newly added user appears in the team's Members tab immediately
Team owners who are on duty receive a notification: "[Your name] has added [user name] to [team name]"
The added user receives a notification: "[Your name] has added you to [team name]"
If team chat is enabled, the user is automatically added to the team's chat room
An audit log entry is created showing "User added to team" with the user's name

Tips

Use the search function by typing just a few letters – the system will show all matching names
The default team role is Staff – remember to change it to Team Owner if the person will be managing the team
If you see "(Already in team)" next to a user's name in the search results, that person is already a member and cannot be added again
You can add multiple users one at a time – there's no bulk import feature currently

How to Add a User to a Team

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