Organization Staff

Organization Staff can work in an organization workspace and with its assigned Clients. This role is separate from global CareMap administrator access.

Who can manage Staff

Owners, Manager Staff, and CareMap administrators can add or remove Staff, manage Staff invitations, and change Manager. These controls are unavailable to regular Staff.

In an organization workspace, open Members > Staff. In Admin, open Admin > Access > Organizations, select the organization, then open Access > Staff.

Review assigned Staff

The list shows each account's name, email, account ID, and Manager setting. Use the page search to narrow the list, or select a column heading to change the sort order.

No Staff assigned means the organization has no Owner or Staff membership to show. No Staff match this search means the current search found nothing.

Assign an existing account

1. Select Add staff.
2. Keep Assign existing selected.
3. Use Search accounts to search by name, email, or account ID, then select Search.
4. Select the intended account and choose Assign staff.

The search shows accounts available to your role. Already assigned results cannot be selected. Assignment immediately grants regular Staff access; it does not turn on Manager or create an account.

Invite Staff by email

From Add staff, choose Invite by email. Alternatively, open Overview and select Invite Staff. Enter the Invite email, then select Send invite.

The recipient finds the invitation under Home > For you or uses its delivered link. They select View invitation, sign in with the invited account, then select Accept or Decline. Acceptance grants regular Staff, not Manager Staff, access.

Authorized managers review invitations on Overview. A pending invitation can be resent or revoked. Copy invite link rotates the link, so the previous one stops working. Share it only with the intended recipient.

Change Manager access

Select or clear Manager for the account. On a compact screen, use Make manager or Remove manager access from the account's actions. The change is immediate. Manager Staff can manage Staff and invitations, but not Owner-only controls.

Remove Staff

Select Remove beside the account, then confirm Remove Staff. On a compact screen, use the account's actions and choose Remove Staff.

Removal ends the Staff membership and can remove organization workspace and Client visibility. It does not delete the account, personal workspace, Clients, or access granted through another share.

If an account or invitation is missing

• Clear the page search and confirm you opened the intended organization.
• Use Invite by email when an existing account is not available to assign.
• Ask the recipient to use the invited account. A different signed-in account cannot accept the invitation.
• Resend a pending invitation when delivery failed. If it expired or was revoked, send a new invitation.
• If an action is unavailable, ask an Owner or CareMap administrator to confirm your organization role and Manager setting.