Team Owner Quick Start Guide

Introduction

As a Team Owner in CAREFUL, you have enhanced privileges to manage your team's members, assignments, and operations. This guide introduces the key capabilities available to you, including inviting users, managing roles, and maintaining team member information.

Before You Start

• You must have Team Owner or Administrator role
• You need to be assigned to at least one team
• For some tasks (like demoting team owners), Administrator privileges are required

Understanding Your Role

Team Owners can perform all standard clinical user tasks plus additional management functions:

• Invite new users to your team
• Promote team members to Team Owner status
• Change team member contact information
• Remove team members (standard members only)
• Force patient handovers from team members
• Set team members on/off duty
• Rename your team

Key Management Tasks

Inviting New Users to Your Team

1. Navigate to your team using the sidebar (click Teams and select your team)
2. Click the kebab menu (⋮) at the top of the screen
3. Select Add user to team from the menu
4. In the dialog that appears, search for an existing user in the Search for an existing user field
5. From the role dropdown, select either Staff (standard member) or Team Owner
6. Click Submit to send the invitation

The user will receive an SMS invitation to join your team with the role you selected.

Promoting a Team Member to Team Owner

1. From the sidebar, navigate to your team
2. In the members list, locate the team member you want to promote
3. Click the action menu (⋮) on the right side of their row
4. Select Promote to Team Owner
5. Confirm your action in the dialog titled Confirm Promotion to Team Owner

The member's role label will immediately change from Member to Team Owner.

Changing a Team Member's Phone Number

1. Navigate to your team view
2. Find the team member in the members list
3. Click the action menu (⋮) for that specific team member (on their row, not the top menu)
4. Select Change Cell/Mobile number
5. Enter the new phone number in the dialog box
6. Click Submit

The system will update the member's contact information and maintain an audit trail of the change.

Editing Team Member Details

1. Navigate to your team view
2. Locate the team member in the list
3. Click their action menu (⋮)
4. Select Edit
5. Update the information in the dialog box
6. Click Submit to save changes

Demoting a Team Owner (Administrators Only)

If you're an Administrator, you can demote a Team Owner back to standard member status:

1. Navigate to the relevant team
2. Locate the Team Owner you wish to demote
3. Click their action menu (⋮)
4. Select Demote to Team Member
5. Confirm the action in the dialog titled Confirm Demotion to Team Member

Managing Team Member Availability

You can set team members on or off duty:

1. Find the team member in your team's member list
2. Click their action menu (⋮)
3. Select either Set to ON duty or Set to OFF duty

When a member is off duty, they won't receive handover requests and colleagues will know they're unavailable.

Forcing Patient Handovers

If you need to reassign all of a team member's patients:

1. Locate the team member in your team view
2. Click their action menu (⋮)
3. Select Take all users patients
4. Confirm the handover

This is useful when someone goes off duty unexpectedly or needs their patient load redistributed.

Removing Team Members

You can remove standard members from your team (you cannot remove other Team Owners):

1. Find the team member in the members list
2. Click their action menu (⋮)
3. Select Remove from team
4. Confirm the removal

Tips

• Multiple Team Owners: Consider having multiple Team Owners to ensure coverage when you're unavailable
• Role visibility: Team members can see who has Team Owner status by the Team Owner label next to names
• Audit trail: All your management actions (role changes, contact updates) are logged in the system's audit trail
• Invitations: If a user doesn't receive their invitation, you can resend it from their action menu (look for Resend invitation)
• Cancelling invitations: If you invited someone by mistake, use Cancel invitation from their action menu before they accept

Related Features

• Clinical User Quick Start Guide: Learn the basic patient management features all users can access
• Team Management: Detailed information about managing team settings and structure
• User Administration: Full guide to organization-wide user management (for Administrators)