Creating a Team in Caretivity
The sections below will help you create a team in Caretivity and invite team members. If you don’t see an answer to what you need, feel free to contact us for help.
Creating Your Team
The service coordinator, or team coordinator, should be the one to create a team. That way, they will have all the permissions in the app needed to properly manage the team.
You can create a team by tapping Add a New Team on the home screen after you first log in.
On the Create a Team screen, you’ll need to enter the following information:
- The client‘s first name
- The client’s last name
- The purpose of the team
- The team name
After you enter this information, tap Save. You can edit this information later by tapping the ellipsis icon next to the team name on the home screen. You also have the option to archive the team when you tap this icon.
You will then be able to add team members to the team. You can do this now, or you can wait until later and follow the instructions on the next page.
Inviting Team Members
To invite team members to the team, open the team and tap the Team tab in the top banner, then tap Add a New Team Member.
On the Add a Team Member screen, enter the following information about the new team member:
- Their first name
- Their last name
- Their email address
- Their role on the team
Tap Save, and an email will be sent to the team member with instructions on how to download the app.
You will be able to see who on the team has accepted their invitation and who has not yet created their account. When a team member creates their account, they will automatically see your team in their list of teams.