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Getting Started

Find and accept invitations

Review contact, Care Team, organization, and Library folder invitations from the correct account.

Invitations add a relationship or shared access to your CareMap account. Sign in to the intended account and review the sender, destination, and role before accepting. A pending invitation does not itself activate that access.

Where to look

InvitationWhere to review itAcceptance result
ContactHome > For you, or People > InvitationsCreates or reconnects the contact relationship. Separate sharing grants still control profile and record access.
Care TeamHome > For you, or People > InvitationsAdds the Care Team membership and role offered by the invitation. Client access depends on that team's active assignments.
OrganizationOpen its invitation in Home > For you, or open its invitation linkShows the organization, invited email, Staff or Client role, and expiry before you accept or decline.
Library folderSelect Review on Library's pending-invitation barAdds the folder share with its assigned permission.

Home accepts contact and Care Team invitations directly. To decline one, use People > Invitations. Organization details and Library's review dialog offer Accept and Decline. Contact invitations you sent offer Cancel while pending. For a reconnected contact, read any notice about existing Note access before accepting.

Home shows up to five incoming invitations at once. Use View People for contact and Care Team invitations, and review Library folder invitations in Library. An organization invitation link can open its detail screen directly.

Understand Accept all

The two bulk actions have different scopes:

  • Home accepts actionable incoming contact and Care Team invitations. It does not accept organization or folder invitations.
  • People > Invitations accepts actionable incoming contact invitations only. Review Care Team invitations individually there.

A bulk action can accept some invitations while others fail. Read the result and review remaining invitations; an error does not undo successful acceptances.

Use the intended account

Contact invitations match the invited email. Care Team, organization, and folder invitations can identify the recipient by account or by matching email. If CareMap says an invitation is unavailable for this account, check the signed-in identity and ask the sender to verify the intended recipient. Another person's link does not grant access to your account.

Accepting an invitation does not create a second sign-in account. Organization roles, Care Team assignments, and folder permissions determine the resulting access. For more detail, see organization membership and folder permissions.

Expired or unavailable invitations

Only pending, unexpired invitations can be accepted. Declined, canceled, revoked, or expired invitations need a new invitation from an authorized sender. Access may also be unavailable if the underlying team, organization, or folder is no longer available.

Check the account and connection first. If the invitation is stale, ask the sender to create a new one. Once accepted, access continues only while the relevant relationship, assignment, or share remains active.

For sending, resending, and choosing Client targets, see Manage organization invitations.

For contact requests and reconnection, see Invite and manage contacts.

For care-team membership, expiry, and resend steps, see Invite someone to a care team.