Manage organizations

Administrators use organizations to group Staff, clients, access, content, and shared resources. Open Admin, choose Access, then choose Organizations.

Find an organization

The organization list shows each organization's name, access tags, and counts for Staff, clients, and members.

• Use the Admin search field to find an organization by name.
• Use Staff presence to show all organizations or only organizations with no Staff.
• Use the tag filter to match any or all of the selected access tags.
• Select a column heading to change the sort order.
• Use Previous page and Next page to move through up to 20 results at a time.
• Use Refresh page to reload the list, or Retry after a loading error.

Select an organization row to open its details.

Create an organization

1. Select Create organization.
2. Enter a Name.
3. Select Create organization again.

CareMap opens the new organization so you can finish configuring it. A name is required; if creation fails, keep the dialog open, review the message, and retry.

Configure an organization

Use the organization detail sections for different kinds of work:

• Overview — rename the organization, add or replace its logo, review membership totals, assign access tags, view storage and AI-credit usage, manage invitations or retention holds, and configure Personal licenses for staff and clients.
• Access — manage Staff, Clients, Licenses, and Devices. Removing Staff or a client requires confirmation because it changes what the organization can access.

Use Staff to add or remove Staff and change eligible Staff's Manager flag. Use Clients to manage Client assignments and magic keys, and Devices for shared-device registration. These relationships do not grant global administrator access.

To rename the organization, edit Name on Overview, then select Save. Choose logo or Replace logo opens image selection; choose a local image and wait for upload to finish. Remove logo clears the displayed logo. The logo change saves separately from the name.

Supply personal Licenses by role

On Overview, choose a Staff License Package and/or Client License Package, then select Save role licenses. These supply personal account benefits while the relationship qualifies; they do not license the organization workspace. None removes the corresponding role configuration. See Personal Licenses from an organization for eligibility, history, and how overlapping Packages combine.

Use Care-record retention holds for the separate process of preserving Client care records during account deletion.

If an organization is missing

Clear the search, choose All organizations, and clear tag filters. Use Next page for further results or Retry for a failed load. An empty filtered page does not mean the organization was deleted.

If saving succeeds but reloading details fails, use Retry and inspect the current state before repeating the change. A management-access error requires checking your current role. Global Admin requires administrator access; organization Owners and Manager Staff use their workspace's Organization area for permitted management tasks.