How to Add a User to a Team

Introduction

Adding users to teams allows you to expand your clinical team and ensure the right healthcare professionals have access to patient information. You can either add existing CAREFUL users to your team or invite new users who aren't yet in the system.

Before You Start

• You must be a Team Owner or Administrator to add users to a team
• To add an existing user, they must already have a CAREFUL account in your organization
• To invite a new user, you must be an Administrator

Steps to Add an Existing User

1. Navigate to the team you want to manage by selecting My Teams from the sidebar, then clicking on the team name
2. Click the Add user to team button (with a user-plus icon) from the team's action menu
3. The Invite User to Team dialog appears with a search field
4. In the Search for user field, start typing the person's first or last name
5. As you type, matching users appear in real-time with their avatar, name, and organizational role
6. Click on the user you want to add to select them
7. From the role dropdown, choose their team role:
   • Staff - Standard team member with regular permissions
   • Team Owner - Elevated permissions to manage the team
8. Click the Add User button to confirm
9. The dialog closes and the team member list refreshes to show the newly added user

Steps to Invite a New User

If you search for someone and they don't appear in the results:

1. Click the Invite new user link in the Invite User to Team dialog
2. You'll be directed to the new user creation workflow
3. Enter the new user's details (name, email, contact information)
4. Select their team during the creation process
5. The system will send them an invitation to join CAREFUL

Tips

• Already on team: If someone already belongs to the team, they won't appear in search results with an explanation that they're already a member
• Team Owners can manage members: After adding someone as a Team Owner, they'll be able to add and remove users themselves
• Quick search: You only need to type part of a name - the search updates in real-time as you type
• Role changes: You can change a user's role later from the team member table by selecting Promote to Team Owner or Demote to Team Member from their action menu

Related Features

• How to remove a user from a team
• How to manage team roles and permissions
• How to invite new users to your organization