{"id":1338,"date":"2022-06-11T13:21:58","date_gmt":"2022-06-11T12:21:58","guid":{"rendered":"https:\/\/careful.online\/?post_type=docs&p=1338"},"modified":"2023-12-14T18:34:14","modified_gmt":"2023-12-14T18:34:14","slug":"onboarding-quick-start-guide","status":"publish","type":"docs","link":"https:\/\/careful.online\/docs\/onboarding-quick-start-guide\/","title":{"rendered":"Onboarding Quick Start Guide"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Contents:<\/h2>\n\n\n\n<ol>\n<li>How to get access to CAREFUL for the first time<\/li>\n\n\n\n<li>How to log in<\/li>\n\n\n\n<li>How to set yourself on and off duty<\/li>\n\n\n\n<li>How to edit user details<\/li>\n\n\n\n<li>How to invite a new user?<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">1. How to get access to CAREFUL for the first time:<\/h2>\n\n\n\n<ul>\n<li>CAREFUL users are invited to join an organisation via SMS.<\/li>\n\n\n\n<li>You will receive an SMS from an organisation administrator or a team owner.<\/li>\n\n\n\n<li>The link will look something like this:<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"501\" src=\"https:\/\/careful.online\/wp-content\/uploads\/2023\/12\/image.jpg\" alt=\"\" class=\"wp-image-3672\" style=\"width:415px;height:auto\" srcset=\"https:\/\/careful.online\/wp-content\/uploads\/2023\/12\/image.jpg 1024w, https:\/\/careful.online\/wp-content\/uploads\/2023\/12\/image-300x147.jpg 300w, https:\/\/careful.online\/wp-content\/uploads\/2023\/12\/image-768x376.jpg 768w, https:\/\/careful.online\/wp-content\/uploads\/2023\/12\/image-360x176.jpg 360w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>When you click on the link, you will be asked to enter a new password in the screen below:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img decoding=\"async\" width=\"740\" height=\"1024\" src=\"https:\/\/careful.online\/wp-content\/uploads\/2023\/12\/image-1.jpg\" alt=\"\" class=\"wp-image-3674\" style=\"width:259px;height:auto\" srcset=\"https:\/\/careful.online\/wp-content\/uploads\/2023\/12\/image-1.jpg 740w, https:\/\/careful.online\/wp-content\/uploads\/2023\/12\/image-1-217x300.jpg 217w, https:\/\/careful.online\/wp-content\/uploads\/2023\/12\/image-1-360x498.jpg 360w\" sizes=\"(max-width: 740px) 100vw, 740px\" \/><\/figure><\/div>\n\n\n<p>If you do not use the link within 15 minutes, it will expire and you will have to request a new invitation.<\/p>\n\n\n\n<p>You can ask the person who invited you to <a href=\"https:\/\/careful.online\/support\/how-to-resend-an-invitation\/\">resend the invitation<\/a> and check if they need to <a href=\"https:\/\/careful.online\/support\/how-to-change-a-users-phone-number\/\">change the phone number<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2. How to log in:<\/h2>\n\n\n\n<p>There are two different instances to Careful: Careful demo (https:\/\/app.demo.careful.online) or Careful production (https:\/\/app.careful.online) <\/p>\n\n\n\n<p>Navigate to the appropriate webpage. Then enter your phone number with your country code and password into the following screen:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img decoding=\"async\" width=\"994\" height=\"978\" src=\"https:\/\/careful.online\/wp-content\/uploads\/2023\/12\/image.png\" alt=\"\" class=\"wp-image-3677\" style=\"width:479px;height:auto\" srcset=\"https:\/\/careful.online\/wp-content\/uploads\/2023\/12\/image.png 994w, https:\/\/careful.online\/wp-content\/uploads\/2023\/12\/image-300x295.png 300w, https:\/\/careful.online\/wp-content\/uploads\/2023\/12\/image-768x756.png 768w, https:\/\/careful.online\/wp-content\/uploads\/2023\/12\/image-360x354.png 360w\" sizes=\"(max-width: 994px) 100vw, 994px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\">3. How to set yourself on and off duty<\/h2>\n\n\n\n<ul>\n<li>To set yourself off duty \u2013 click the \u2018On Duty\u2019 switch on the user profile screen. This will change to \u2018Off Duty.\u2019<\/li>\n\n\n\n<li>To set yourself back on duty. Click the \u2018Off Duty\u2019 switch on the user profile screen. You will be asked to confirm that your bleep\/contact number is correct.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/careful.online\/wp-content\/uploads\/2023\/12\/Screen-Recording-2023-12-07-at-14.40.57.mov\"><\/video><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">4. How to edit user details:<\/h2>\n\n\n\n<p>A user can edit their own profile information. A Team Owner or Administrator can edit another user\u2019s profile information<\/p>\n\n\n\n<p><strong>Editing your own profile<\/strong><\/p>\n\n\n\n<ul>\n<li>Navigate to your user profile by clicking on your name at the top of the left-hand menu<\/li>\n\n\n\n<li>Select \u201cEdit\u201d from the context menu<\/li>\n\n\n\n<li>Enter the new information into the dialogue box and click \u201cSubmit.\u201d<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/careful.online\/wp-content\/uploads\/2023\/12\/trim2.mov\"><\/video><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">5. <strong>How to invite a new user?<\/strong><\/h2>\n\n\n\n<p>Only a Team Owner or Administrator can invite a new user.<\/p>\n\n\n\n<p><strong>As a Team Owner<\/strong><\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<ul>\n<li>Navigate to the team into which you wish to invite the user.<\/li>\n\n\n\n<li>Select \u201cAdd user to team\u201d from the Team Menu<\/li>\n\n\n\n<li>Click the button entitled \u201cInvite them now.\u201d<\/li>\n<\/ul>\n\n\n\n<p><strong>As an administrator<\/strong><\/p>\n\n\n\n<p>As an administrator, you can add a new user to the organisation.<\/p>\n\n\n\n<ul>\n<li>Navigate to My Organisation from the left-hand menu.<\/li>\n\n\n\n<li>Select \u201cInvite User\u201d from the context menu.<\/li>\n\n\n\n<li>An SMS will be sent to the number entered.<\/li>\n\n\n\n<li>That phone number can be changed according to \u201cHow to Change a User\u2019s Phone Number.\u201d<\/li>\n\n\n\n<li>The invitation can be <a href=\"https:\/\/careful.online\/docs\/how-to-resend-an-invitation\/\">resent<\/a> or <a href=\"https:\/\/careful.online\/docs\/cancel-new-user-invitation\/\">cancelled<\/a>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/careful.online\/wp-content\/uploads\/2023\/12\/Screen-Recording-2023-12-14-at-18.12.32.mov\"><\/video><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Contents: 1. How to get access to CAREFUL for the first time: 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 [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[25],"doc_tag":[],"knowledge_base":[52],"_links":{"self":[{"href":"https:\/\/careful.online\/wp-json\/wp\/v2\/docs\/1338"}],"collection":[{"href":"https:\/\/careful.online\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/careful.online\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/careful.online\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/careful.online\/wp-json\/wp\/v2\/comments?post=1338"}],"version-history":[{"count":3,"href":"https:\/\/careful.online\/wp-json\/wp\/v2\/docs\/1338\/revisions"}],"predecessor-version":[{"id":3706,"href":"https:\/\/careful.online\/wp-json\/wp\/v2\/docs\/1338\/revisions\/3706"}],"wp:attachment":[{"href":"https:\/\/careful.online\/wp-json\/wp\/v2\/media?parent=1338"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/careful.online\/wp-json\/wp\/v2\/doc_category?post=1338"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/careful.online\/wp-json\/wp\/v2\/doc_tag?post=1338"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/careful.online\/wp-json\/wp\/v2\/knowledge_base?post=1338"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}