Using the Caretivity Web Portal
The sections below will help you access and use Caretivity on your desktop. If you don’t see an answer to what you need, feel free to contact us for help.
Managing Teams and Team Members
The web portal allows you to manage your teams and team members. Screens and buttons may have different locations on your desktop, but these Caretivity features will work the same as in the mobile app.
Your teams display on the left side of the page and can be collapsed for more space. The tabs to manage team members, participate in chats, add files, and create reports display to the right.
Team owners can edit team information by clicking the ellipsis icon next to the team name. They can edit team member information by clicking on a name in the Team tab list then clicking Edit Information. Click Add a New Team Member to add more people to the team.
Sending Messages to Team Members
From the Chat tab, you can send messages to team members to stay connected with your team.
Team Chat allows you to communicate with the entire team. Direct Messages allow you to communicate with one or multiple team members. Once you select your chat type, use the Add Message field and the send icon next to this field to send your message.
The Reports tab allows you to create and download a report for a specified date range. This report includes a snapshot of the team’s details, needs, milestones, messages, meetings, and video calls. Select a date range and click Create and Download to view your report.
Managing Your Organization
The web portal allows organization administrators to view their team count and manage their team owners. To get started, click the top right menu and select My Organization.
The Info tab displays your active teams and remaining teams. If you want to increase your number of remaining teams, you can archive teams in the mobile app.
In the Members tab, you can view your team owners and other organization administrators. Click Add a New Team Owner to add more team owners.