Add Existing User to Team (Team Owner)

Introduction

Team Owners and Administrators can add existing users from the organization to their teams. This allows you to expand your team with staff who already have CAREFUL accounts, assigning them either as Team Owners or Staff members.

Before You Start

• You must be a Team Owner or Administrator to add users to a team
• The user you want to add must already have an account in your organization
• If the person doesn't have an account yet, you'll need to invite them as a new user first

Steps

1. From the sidebar, click Teams to expand the accordion, then select the team you want to add a user to.

2. Click the Team functions dropdown menu in the top right corner of the screen.

3. Select Add user to team from the dropdown menu.

4. The "Add user to team [Team Name]" dialog appears with a search field that is automatically focused.

5. In the Search for an existing user field, start typing the person's name. The search will show matching results as you type.

6. Click on the user you want to add from the search results. You'll see their profile picture, name, and current organization role displayed.

7. From the Team role dropdown, select their role in this team:

   • Staff - Standard team member with access to team patients and actions
   • Team Owner - Can manage team membership and settings in addition to clinical access

8. Click the Add this user to team button (green checkmark button).

The dialog closes and the user immediately appears in your team's member list. They now have access to all patients and data for this team.

Tips

• The search field is automatically focused when the dialog opens, so you can start typing immediately
• Users who cannot be added to the team (for example, if they're already members) will appear in search results with reduced visibility and cannot be selected
• If the person you're looking for doesn't appear in search results, they may not have an account in your organization yet. Click Invite them now to create a new user account instead
• You can add multiple users by repeating this process - each addition happens immediately

Related Features

• Invite New User to Organization - Create accounts for staff who aren't yet in the system
• Remove User from Team - Remove team members who no longer need access
• Change User Team Role - Update an existing member's permissions from Staff to Team Owner or vice versa