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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