CAREFUL

How to Create a New Team

Introduction

Creating a new team allows you to organise your clinical staff into distinct units (such as departments or wards) for patient management and care coordination. Only administrators can create teams.

Before You Start
  • You must be an Administrator to create a new team
  • Team names must be unique within your organisation
  • You cannot create a team with a name that already exists
Steps
  1. From the sidebar, select Teams

  2. Open the team creation dialog using one of two methods:

    • Click the kebab menu (⋮) in the top right corner and select New team, OR
    • If no team is currently selected, click the Create a new Team button (with a plus icon)
  3. The Create Team dialog appears with a single text field

  4. In the Team Name field, enter a unique name for your team (e.g., "Emergency Department", "Acute Medical Unit")

  5. Click Submit

  6. The system validates your team name:

    • If the name is blank, you'll see an error message
    • If the name already exists in your organisation, you'll see an error message
    • If validation fails, correct the error and click Submit again
  7. Once the team is created successfully:

    • The dialog closes automatically
    • You're redirected to the new team's page
    • The team appears in your Teams list in the sidebar
    • An entry "Team created" is added to your organisation's audit log
  8. You are automatically added to the team as the team owner, giving you full permissions to manage the team

Tips
  • Choose clear, descriptive team names that reflect the clinical unit or department (e.g., "General Surgery" rather than "Team A")
  • Team names are case-sensitive, so "Emergency Department" and "emergency department" may be treated as different names
  • After creating a team, you'll need to separately add team members using the Add user to team option from the team's kebab menu
  • If your organisation has chat enabled, you can enable team chat separately through the team's settings after creation
  • There is no limit to the number of teams you can create

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