Onboarding Quick Start Guide

Contents:

1. How to get access to CAREFUL for the first time
2. How to log in
3. How to set yourself on and off duty
4. How to edit user details
5. How to invite a new user?

1. How to get access to CAREFUL for the first time:

• CAREFUL users are invited to join an organisation via SMS.
• You will receive an SMS from an organisation administrator or a team owner.
• The link will look something like this:

When you click on the link, you will be asked to enter a new password in the screen below:

If you do not use the link within 15 minutes, it will expire and you will have to request a new invitation.

You can ask the person who invited you to resend the invitation and check if they need to change the phone number.

2. How to log in:

There are two different instances to Careful: Careful demo (https://app.demo.careful.online) or Careful production (https://app.careful.online)

Navigate to the appropriate webpage. Then enter your phone number with your country code and password into the following screen:

3. How to set yourself on and off duty

• To set yourself off duty – click the ‘On Duty’ switch on the user profile screen. This will change to ‘Off Duty.’
• To set yourself back on duty. Click the ‘Off Duty’ switch on the user profile screen. You will be asked to confirm that your bleep/contact number is correct.

4. How to edit user details:

A user can edit their own profile information. A Team Owner or Administrator can edit another user’s profile information

Editing your own profile

• Navigate to your user profile by clicking on your name at the top of the left-hand menu
• Select “Edit” from the context menu
• Enter the new information into the dialogue box and click “Submit.”

5. How to invite a new user?

Only a Team Owner or Administrator can invite a new user.

As a Team Owner

As a Team Owner, you must select a team to which the user will be added. Administrators can add new users, but without selecting a team.

• Navigate to the team into which you wish to invite the user.
• Select “Add user to team” from the Team Menu
• Click the button entitled “Invite them now.”

As an administrator

As an administrator, you can add a new user to the organisation.

• Navigate to My Organisation from the left-hand menu.
• Select “Invite User” from the context menu.
• An SMS will be sent to the number entered.
• That phone number can be changed according to “How to Change a User’s Phone Number.”
• The invitation can be resent or cancelled.