Create Supplier accounts and Guardians

Create or select a Supplier-managed client account, choose its Package, and optionally prepare Guardian relationships. Account setup starts before payment, but this step does not issue a License or activate Guardian workspace access.

Who can add accounts

An eligible organization's Owner or manager can use Supplier while Supplier access is active. A CareMap administrator must enable at least one active Package before enrollment.

Gather the name and valid email for each new account. Check whether the client or Guardians already appear in the managed-account list.

Create the enrollment

1. Switch to the organization that owns the Supplier relationship.
2. Open Supplier > Accounts, then choose Account to open Add account.
3. Under Client account, choose Create new account and enter the client's Name and Email, or choose Select managed account and select an existing account.
4. Select an active Package.
5. To include a Guardian, choose Add Guardian. Create a new account or select an existing managed account, then enter the Relationship.
6. Add any other Guardians, up to 20, and review the account choices.
7. Choose Create accounts.

The client cannot also be their own Guardian, and the same Guardian can appear only once. Each new account must use a different email address. The selected Package must include Guardian access when Guardians are added.

What happens next

CareMap creates or selects the accounts and starts setup delivery for each new account. An existing managed account does not receive another setup delivery. Accounts shows the setup state and offers Resend until setup is complete.

After a successful enrollment, CareMap opens Add order with the client and Package selected. Review the invoice separately before choosing Create and send invoice. The Guardian relationships remain pending until a compatible Package is paid and fulfillment completes. Account creation by itself does not grant a License or Guardian workspace authority.

If account creation does not work

• If no Package is available, ask a CareMap administrator to enable one for the Supplier.
• Complete every required name, email, account choice, and Guardian relationship. CareMap keeps the dialog open when a request fails so you can correct the draft and retry.
• If an email is already in use, select the existing managed account when it is listed instead of creating a duplicate.
• If the Package does not include Guardian access, remove the Guardians or select a compatible Package.
• If setup delivery needs attention, return to Supplier > Accounts, review Setup, and choose Resend when available.

When requesting help, share the organization, Package, affected account names, approximate time, and visible message. Do not share passwords, setup links, or other sensitive account information.