How to Invite an External User to a Team (Team Owner)

Introduction

As a Team Owner, you can invite people who don't yet have an account in your organization directly to your team. When you search for a user and they don't exist yet, CAREFUL lets you create their account and add them to your team in one seamless workflow.

Before You Start

• You must be a Team Owner for the team you want to add the user to
• You'll need the new user's mobile number to send them an invitation
• The new user will receive an SMS invitation to verify their account

Steps

1. From the sidebar, click Teams to expand the accordion, then select your team from the list.
2. Click the kebab menu ⋮ in the top right corner.
3. Select "Add user to team" from the dropdown menu.
4. The "Invite User to Team" dialog appears. Type the person's name in the search field.
5. Since they don't exist in the organization yet, no results will appear. Click the "Invite them now" link below the search field.
6. The "Create new user" dialog opens with your team already pre-selected.
7. Fill in the required fields:
   • First Name (required)
   • Last Name (required)
8. Fill in the optional fields as needed:
   • Cell / Mobile Number (use the country code dropdown if needed)
   • Email
   • Job Title
   • Speciality
9. Under User Role, select their organization-level role (Staff, Admin, or Team Owner).
10. Your team is already selected in the team assignment field. Under Team Role, choose whether they should be Staff or Team Owner for your team.
11. If you want to invite multiple users in succession, check the "Invite another after save" checkbox.
12. Click "Save".

The new user is created and automatically added to your team. They'll appear in your team members list with a "pending" status until they verify their account via the SMS invitation sent to their mobile number.

Tips

• Mobile number is key: While the mobile number field is technically optional in the form, it's essential for sending the SMS invitation that allows the new user to activate their account.
• Email is optional: Unlike many systems, CAREFUL doesn't require an email address to invite users, though it's recommended to provide one.
• Invite multiple users: Use the "Invite another after save" checkbox when you need to invite several people at once. The form will reset after each save, keeping your team pre-selected.
• Team role vs. User role: Remember that User Role (Staff/Admin/Team Owner) is their organization-wide permission level, while Team Role (Staff/Team Owner) is their role within your specific team.
• Already exists?: If you try to invite someone who already has an account, their name will appear in the search results. Just select them, choose their team role, and click Submit instead.