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🩺 Why this matters

The Admin section is where you set up the foundation for person‑centred, integrated care on Careteam. From here you can:

• Configure your organization/program “Place” (name, logo, timezone, etc.)

• Control who has access and what they can do (roles & permissions)

• Build shared libraries (resources, tasks, forms, check-ins, etc.) to drive efficiency

• Create Action Plan templates to standardize pathways and decrease variation in care

• Keep everyone aligned with Announcements and Emergency Instructions

• Maintain oversight with the Audit Log Viewer

🔍 Where to find it

Go to Admin (top navigation) → you’ll land on your Place settings and see the left-hand menu for Users, Libraries, Templates, and other utilities.

🚀 What you can do in the Admin section

1) 🏷️ Set up your Place (Details)

• Organization/program name & email

• Language, timezone, address, phone

• Logo (you can update this anytime)

2) 👥 Manage users, roles & access

• Invite new members (name, email, role, title/department optional)

• See who’s been invited, their role, invitation status, and last login

• Edit roles/permissions (e.g., Provider, Provider w/ Desk Messaging, Manager, Admin access, Intake Receiver)

• Disable access for users who have left the organization

3) 📚 Build and maintain your libraries (the efficiency engine)

Populate once, reuse everywhere. Start with the 80/20 rule: what 20% of items cover 80% of your population?

Available libraries:

• Resource Library (websites, links)

• Document Library (PDFs, Word docs, etc.)

• Video Library

• Check-in Library

• Task Library

• Appointment Library

• Form Library

• Tag Library

Each library has its own knowledge base article—link them for deeper how-tos.

4) 🧩 Create Action Plan Templates

• Use pre-populated libraries to quickly assemble geography-based, condition-based, or program-based pathways

• Standardize best practices; reduce variation

• There’s a dedicated KB article on Creating Action Plan Templates—link it here

5) 📣 Announcements & 🚨 Emergency Instructions

• Announcements: Share important updates with your team

• Emergency Instructions: Configure what patients/clients see in secure messaging (if enabled)

6) 🕵️ Audit Log Viewer

• Visibility into system activity for governance, compliance, and troubleshooting

💡 Tips & good practices

• Decide roles & permissions early to avoid back-and-forth later

• Centralize common assets in libraries—don’t let teams reinvent the wheel

• Start small, iterate fast (PDSA): pilot a few templates, measure, improve

• Review the Audit Log periodically for compliance hygiene

• Disable accounts promptly when staff leave

📎 Related knowledge base articles

• Activating your Careteam account

• Building your Action Plan Templates

• Resource / Document / Video / Form / Task / Check‑in / Appointment / Tag Libraries

• Secure Messaging & Emergency Instructions