Team Owner Quick Start Guide

A team owner is a user who has extra privileges within a team.

A Team Owner can manage patients within a team in exactly the same way as a team member. In addition, they can do various other tasks including:

  1. Invite new users to a team
  2. Change a team member’s phone number
  3. Edit a team member’s details
  4. Promote Team Member to Team Owner
  5. Demote Team Owner to Team Member
  6. Rename a team

How to become a team owner?

  • An existing team owner can invite a new user to become a team owner
  • An existing Team Owner can promote an existing Team Member
  • An administrator can promote an existing Team Member
  • An administrator creates a new team, in which case they default to be ing the Team Owner

1. Invite new users to a team:

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.

2. Change a team member’s phone number.

  • Navigate to the team view.
  • Find the team member in the list
  • Locate the context menu for that team member
  • (Note that this context menu is associated with the team member and is not at the top of the page. It is on the line for the team member)
  • Select “Change Cell/Mobile number” from that context menu
  • Enter the new number into the dialogue box and click “Submit.”

3. Edit a team member’s details

Only team owners or administrators can edit the profile information of a team member.

  1. Navigate to the team view
  2. Find the team member in the list
  3. Locate the context menu for that team member
  4. Select “Edit” from that context menu.
  5. Enter the new information into the dialogue box and click “Submit”.

4. Promote Team Member to Team Owner

  1. Navigate to the relevant team using the left-hand sidebar menu.
  2. Click on the ‘Members’ tab.
  3. Locate the member of staff that you wish to make a team owner.
  4. Click the context menu on the far right of their name and find ‘Promote to Team Owner.’
  5. Confirm this action using the pop-up box.

5. Demote Team Owner to Team Member

  1. Navigate to the relevant team using the left-hand sidebar menu.
  2. Click on the ‘Members’ tab.
  3. Locate the member of staff whose team owner status you wish to revoke.
  4. Click on the context menu to the right of the screen and click ‘Demote to Team Member.’
  5. Confirm the action using the pop-up text box.

6. Rename a team

  1. Navigate to the ‘Teams’ tab on the left-hand menu.
  2. Click on the team name you want to change.
  3. Click on the context menu in the top right-hand corner.
  4. Select ‘rename team’.
  5. Edit the team name using the pop-up box that appears.
Translate »