Organization overview

An organization workspace keeps the organization's available content, work, and management tools in one context. Your role appears below the workspace name and determines which organization destinations and actions you can use.

Open an organization workspace

1. Open the workspace switcher. On a phone, open More first.
2. Under Organizations, select the organization you want to use.
3. Use Home or another available destination to work in that organization.

CareMap keeps your current destination when the new workspace supports it. If it does not, Home opens instead. A suspended organization is shown in the switcher but cannot be selected. Read-only beside a role means the workspace is available without organization authoring.

Before switching, save any open edits. If CareMap detects unsaved edits, it asks whether to discard them before changing workspaces.

Use organization destinations

The organization destinations appear below the main navigation on larger screens and in More on mobile. Only destinations available to your current role and organization are shown:

• Organization is available to Staff and Owners. Overview shows the organization identity and its Member, Staff, and Client counts. Record Types shows the organization's record definitions. Manager Staff and Owners can also open Licensing, Devices, and Holds.
• Members is available to Manager Staff and Owners. Use Staff to review or manage Staff and Clients to review organization clients. Owner-only client and identity actions remain unavailable to Manager Staff.
• Supplier appears only when the organization has active Supplier access and your active role can operate it.
• Clinician, AT Services, and Support Coordination appear independently when those roles are active for the organization. An organization can have any combination of these roles and Supplier access.

On Overview, Owners can change the organization name and logo. Manager Staff and Owners can manage Staff invitations; client invitations remain an Owner action. Global administrator access is separate from these organization roles.

The rest of the main navigation also follows the active workspace. Available Packages, Licenses, folder permissions, and your role can make a tool read-only or hide it entirely.

If the workspace or a destination is missing

• Confirm that the workspace switcher shows the intended organization and role.
• Refresh CareMap after accepting an invitation or after a role, Package, or License change.
• Ask an Owner or global administrator to confirm that the membership is active and has the expected role. Manager Staff access also requires the Manager setting.
• If CareMap says Organization unavailable, go back to an available workspace and ask an Owner or administrator to review your access.
• If the organization opens but a content tool is missing or read-only, check its Packages, Licenses, and relevant folder permissions.