Invite New User to Organisation (Administrator)

As an Administrator, you can create new user accounts and add them to your organisation. New users receive a verification SMS or email and can log in once they've set their password.

• You must be an Organisation Administrator
• You'll need at least one contact method (mobile number or email) for the new user
• If creating a Team Owner, you must assign them to a specific team

1. From the sidebar, click My Organization

2. Click the Members tab (this is usually selected by default)

3. Click the dropdown menu button (⋮) in the top navigation area

4. Select Invite user from the menu

   The "Invite new user" dialog appears.

5. Enter the user's First Name and Last Name

6. Enter at least one contact method:

   • Cell / Mobile Number (UK format, e.g., 07700900135)
   • Email address
   • You can provide both if available

7. Optionally enter their Job Title and Speciality

8. Select their User role from the dropdown:

   • Staff – Standard clinical user (default)
   • Admin – Can manage the organisation and all teams
   • Team Owner – Can manage a specific team

9. If you selected Team Owner, you must choose a team from the Team [Optional] dropdown

   Note: Administrators cannot be assigned to a specific team during creation. Team Owners must be assigned to a team.

10. If you want to invite multiple users in succession, tick Invite another after save

11. Click Submit

The system creates the user account and sends a verification SMS or email. The new user appears in your Members list with a "Not Verified" status.

• The new user receives an SMS or email with a verification link
• They click the link, verify their account, and set a password
• Once verified, they can log in to CAREFUL
• Organisation Administrators are notified when the new user is created
• If you assigned the user to a team, Team Owners are also notified

• Batch invitations: Use the "Invite another after save" checkbox to create multiple accounts without closing the dialog
• Contact requirements: At least one contact method (phone or email) is required for security verification
• Unique contacts: Phone numbers and email addresses must be unique – you'll see an error if they're already in use
• Role restrictions: You cannot initially assign an Administrator to a specific team. If you need them on a team, add them after creation
• Team Owner requirements: Team Owners must be assigned to a team during creation. If you see the error "A Team Owner must be assigned to a team", select a team from the dropdown
• Resending invitations: If the user doesn't receive their verification message, you can resend it from the Members tab using the kebab menu (⋮) on their row

Until a new user verifies their account, you can:

• Resend invitation – Send another verification SMS/email (kebab menu on user row)
• Cancel invitation – Delete the pending account (kebab menu on user row)

You can also invite users directly from a team view:

1. Navigate to Teams in the sidebar
2. Click the team name
3. Click the dropdown menu (⋮)
4. Select Add user to team

This opens a dialog where you can create a new user and assign them to the team in one step, or add an existing user to the team.