Introduction
An Administrator is a user role with elevated privileges within your CAREFUL organisation. Administrators can manage all teams, invite and manage users, and configure organisation-wide settings.
Administrator Privileges
As an Administrator, you can perform all the functions available to Team Owners and Team Members, plus additional organisation-level management tasks.
What Administrators Can Do
Organisation Management:
- View all patients across the organisation (via the My Organization page)
- View all actions across all teams (via the Actions tab on the organisation page)
- Update the organisation name
- Edit organisation status options
- Manage custom patient fields for your organisation
User Management:
- Invite new users to the organisation
- Enable or disable user accounts
- Promote staff members to Administrator
- Demote Administrators back to staff members
- Edit user details (name, email, mobile number)
- Change a user's email address or mobile number on their behalf
- Cancel pending email or mobile verification requests
- Resend or cancel user invitations
- Set users to on-duty or off-duty status
Team Management:
- Create new teams
- Access all teams in the organisation (even if not a member)
- Add users to any team
- Remove users from any team
- Rename teams
- Manage team handover categories
- Update team settings
Patient and Care Management:
- Discharge patients from any team
- Override standard team membership restrictions for patient transfers
How to Become an Administrator
You can become an Administrator in two ways:
-
Promotion by an existing Administrator: Another Administrator promotes you from staff member to Administrator via the My Organization page, Members tab. They select Promote to Organization Admin from your user menu.
-
Invitation as Administrator: An existing Administrator invites you to join the organisation with the Administrator role from the start.
How Administrator Privileges Are Removed
You lose Administrator privileges in two ways:
-
Demotion: Another Administrator demotes you to a staff member via the My Organization page, Members tab. They select Demote from Organization Admin from your user menu.
-
Account disabled: Another Administrator disables your user account entirely, removing all access to the system.
Note: Both promotion and demotion require the Administrator to verify the action with a one-time password (OTP) for security.
Administrators vs Team Owners
Team Owners have management privileges within their specific team only. They can:
- Add or remove members from their team
- Rename their team
- Manage team settings and categories
Administrators have these same privileges across all teams in the organisation, plus the additional organisation-wide functions listed above.
An Administrator does not need to be a member of a team to manage it or view its patients.
Finding Administrator Functions
To manage organisation settings:
- From the sidebar, select My Organization
- Click the kebab menu (⋮) in the top-right corner
- Choose from options including Update Organization Name, Edit Organization Patient Fields, or Invite user
To manage users:
- From the sidebar, select My Organization
- Select the Members tab
- Click the kebab menu (⋮) next to any user's name to see available actions such as Promote to Organization Admin, Disable user, or Change Email
To create teams:
- From the sidebar, select Teams
- Click the kebab menu (⋮) in the top-right corner
- Select New team
Tips
- Only Administrators can see the Actions tab on the My Organization page, which shows all actions across all teams
- You cannot promote yourself to Administrator -- another Administrator must do this
- When you promote or demote users, you'll need to verify the action with a one-time password sent to your registered mobile number
- Disabling a user is reversible -- an Administrator can re-enable the account later