How to Add a Team Owner

Introduction

Team Owners have elevated permissions to manage their team, including adding or removing members, renaming the team, and managing patient assignments. You can either invite a new user directly as a Team Owner or promote an existing team member to this role.

Before You Start

• To create a new Team Owner: You must be an Organization Administrator
• To promote an existing member: You must be an Organization Administrator or a Team Owner of that team
• The person you're promoting must already be a member of the team

Steps

Method 1: Inviting a New User as Team Owner

1. From the sidebar, select My Teams and click on the team you want to manage
2. Click the kebab menu (⋮) in the top right corner
3. Select Add user to team
4. The "Invite new user" dialog appears
5. Fill in the required information:
   • Enter their First Name and Last Name
   • Enter their Cell / Mobile Number (with country code) or Email
   • Optionally add their Job Title and Speciality
6. In the User role dropdown, select Team Owner
7. In the Team [Optional] dropdown, select the team they should own
   • Important: If you select Team Owner as the role, you must assign them to a team or you'll see the error "A Team Owner must be assigned to a team"
8. Optionally check Invite another after save if you're adding multiple Team Owners
9. Click Submit

The new user will receive an invitation to join CAREFUL as a Team Owner of the selected team.

Method 2: Promoting an Existing Team Member

1. From the sidebar, select My Teams and click on the team you want to manage
2. Click the Members tab
3. Locate the team member you want to promote (you can use the search box: "type the members first or last name ...")
4. Click the kebab menu (⋮) on the right side of their row
5. Select Promote to Team Owner
6. A confirmation dialog appears: "Confirm Promotion to Team Owner"
7. Review the message "Are you sure you want to Promote [First Name] [Last Name] to Team Owner?"
8. Click Yes to confirm

The member's Team Role immediately updates from "Member" to "Team Owner" in the table. They now have Team Owner permissions for this team.

Tips

• Multiple Team Owners: A team can have multiple Team Owners - this is useful for shift coverage and shared management
• Team-Specific Role: Team Owner status is team-specific. A user can be a Team Owner of one team and a standard member of another
• Demoting Team Owners: Organization Administrators can demote Team Owners back to standard members using the same kebab menu (the option changes to "Demote to Team Member")
• Organization vs Team Roles: Don't confuse Team Owner (team-specific) with Organization Administrator (organization-wide). A user can be an Organization Staff member but still be a Team Owner
• Unverified Users: If a Team Owner hasn't verified their mobile number or email yet, they'll see a "**unverified" label. They'll need to complete verification to access full functionality

Related Features

• How to Create a New Team
• How to Add a Member to a Team
• How to Manage Organization Administrators