{"id":1368,"date":"2022-06-11T13:30:13","date_gmt":"2022-06-11T12:30:13","guid":{"rendered":"https:\/\/careful.online\/?post_type=docs&p=1368"},"modified":"2023-12-14T20:30:06","modified_gmt":"2023-12-14T20:30:06","slug":"team-owner-quick-start-guide","status":"publish","type":"docs","link":"https:\/\/careful.online\/docs\/team-owner-quick-start-guide\/","title":{"rendered":"Team Owner Quick Start Guide"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">A team owner is a user who has extra privileges within a team.<\/h2>\n\n\n\n<p>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:<\/p>\n\n\n\n<ol>\n<li><a href=\"https:\/\/careful.online\/docs\/how-to-invite-a-new-user\/\">Invite new users to a team<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/careful.online\/docs\/how-to-change-a-users-phone-number\/\">Change a team member&#8217;s phone number<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/careful.online\/docs\/how-to-edit-a-team-members-user-profile\/\">Edit a team member&#8217;s details<\/a> <\/li>\n\n\n\n<li><a href=\"https:\/\/careful.online\/docs\/how-to-make-someone-a-team-owner\/\">Promote Team Member to Team Owner<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/careful.online\/docs\/how-to-revoke-team-owner-access\/\">Demote Team Owner to Team Member<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/careful.online\/docs\/how-to-rename-a-team\/\">Rename a team<\/a><\/li>\n<\/ol>\n\n\n\n<p><strong>How to become a team owner?<\/strong><\/p>\n\n\n\n<ul>\n<li>An existing team owner can invite a new user to become a team owner<\/li>\n\n\n\n<li>An existing Team Owner can promote an existing Team Member<\/li>\n\n\n\n<li>An administrator can promote an existing  Team Member<\/li>\n\n\n\n<li>An administrator creates a new team, in which case they default to be ing the Team Owner<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">1. Invite new users to a team:<\/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 <strong><a href=\"https:\/\/careful.online\/support\/how-to-resend-an-invitation\/\">resent<\/a><\/strong> or <strong><a href=\"https:\/\/careful.online\/docs\/cancel-new-user-invitation\/\">cancelled.<\/a><\/strong><\/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\n\n\n<h2 class=\"wp-block-heading\"><strong>2. Change a team member&#8217;s phone number.<\/strong><\/h2>\n\n\n\n<ul>\n<li>Navigate to the team view.<\/li>\n\n\n\n<li>Find the team member in the list<\/li>\n\n\n\n<li>Locate the context menu for that team member<\/li>\n\n\n\n<li>(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)<\/li>\n\n\n\n<li>Select \u201cChange Cell\/Mobile number\u201d from that context menu<\/li>\n\n\n\n<li>Enter the new number 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\/Screen-Recording-2023-12-14-at-18.54.26.mov\"><\/video><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">3. Edit a team member&#8217;s details<\/h2>\n\n\n\n<p>Only team owners or administrators can edit the profile information of a team member.<\/p>\n\n\n\n<ol>\n<li>Navigate to the team view<\/li>\n\n\n\n<li>Find the team member in the list<\/li>\n\n\n\n<li>Locate the context menu for that team member<\/li>\n\n\n\n<li>Select \u201cEdit\u201d from that context menu.<\/li>\n\n\n\n<li>Enter the new information into the dialogue box and click \u201cSubmit\u201d.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/careful.online\/wp-content\/uploads\/2023\/11\/Screen-Recording-2023-11-06-at-15.30.08.mov\"><\/video><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">4. Promote Team Member to Team Owner<\/h2>\n\n\n\n<ol>\n<li>Navigate to the relevant team using the left-hand sidebar menu.<\/li>\n\n\n\n<li>Click on the &#8216;Members&#8217; tab.<\/li>\n\n\n\n<li>Locate the member of staff that you wish to make a team owner.<\/li>\n\n\n\n<li>Click the context menu on the far right of their name and find &#8216;Promote to Team Owner.&#8217;<\/li>\n\n\n\n<li>Confirm this action using the pop-up box.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/careful.online\/wp-content\/uploads\/2023\/11\/Screen-Recording-2023-11-06-at-15.04.06.mov\"><\/video><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">5. Demote Team Owner to Team Member<\/h2>\n\n\n\n<ol>\n<li>Navigate to the relevant team using the left-hand sidebar menu.<\/li>\n\n\n\n<li>Click on the &#8216;Members&#8217; tab.<\/li>\n\n\n\n<li>Locate the member of staff whose team owner status you wish to revoke.<\/li>\n\n\n\n<li>Click on the context menu to the right of the screen and click &#8216;Demote to Team Member.&#8217;<\/li>\n\n\n\n<li>Confirm the action using the pop-up text box.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/careful.online\/wp-content\/uploads\/2023\/11\/Screen-Recording-2023-11-06-at-15.11.26.mov\"><\/video><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">6. Rename a team<\/h2>\n\n\n\n<ol>\n<li>Navigate to the \u2018Teams\u2019 tab on the left-hand menu.<\/li>\n\n\n\n<li>Click on the team name you want to change. <\/li>\n\n\n\n<li>Click on the context menu in the top right-hand corner. <\/li>\n\n\n\n<li>Select \u2018rename team\u2019. <\/li>\n\n\n\n<li>Edit the team name using the pop-up box that appears.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/careful.online\/wp-content\/uploads\/2023\/08\/Screen-Recording-2023-08-27-at-17.08.06.mov\"><\/video><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>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: How to become a team owner? 1. Invite new users to a team: Only a [&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\/1368"}],"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=1368"}],"version-history":[{"count":4,"href":"https:\/\/careful.online\/wp-json\/wp\/v2\/docs\/1368\/revisions"}],"predecessor-version":[{"id":3725,"href":"https:\/\/careful.online\/wp-json\/wp\/v2\/docs\/1368\/revisions\/3725"}],"wp:attachment":[{"href":"https:\/\/careful.online\/wp-json\/wp\/v2\/media?parent=1368"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/careful.online\/wp-json\/wp\/v2\/doc_category?post=1368"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/careful.online\/wp-json\/wp\/v2\/doc_tag?post=1368"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/careful.online\/wp-json\/wp\/v2\/knowledge_base?post=1368"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}