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Careteam administration

Invite and add users

Learn how to invite users from your organization to Careteam

Last updated on 27 Oct, 2025

Only users identified as administrators can add users to Careteam. Follow these steps to add users to Careteam:

  1. Click on "Admin" tab 

  2. Click on the "Team" link on the left hand side

  3. Click on "Add user"

  4. Enter the user’s information.

  5. Identify the user’s role:

    • Provider

      • Health care providers can access the patient list, create and contribute to Action Plans, and use Action Plan secure messaging to communicate with Health Team members.

    • Assistant

      • Assistants can register patients, administer Action Plans on behalf of Providers, manage the secure desk messaging feature, and use Action Plan secure messaging to communicate with team members.

    • Manager

      • Managers can access administrative functions (users and library content) without having access to personal health information.

  6. Determine if additional permissions are required.

    • Administrator access

      • Manage the healthcare users and Action Plan library content.

    • Intake receiver

      • Manage Health Team invitations from other organizations. 

  7. Click "Save user" or "Send invitation".

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