Organization overview

An organization workspace groups its content and work under one organization. Your membership role appears beneath the workspace name. A Client assignment or profile affiliation alone is not Staff membership or permission to manage that workspace.

Open the workspace

1. Open the workspace switcher; on a phone, open More first.
2. Under Organizations, select the intended organization.
3. Check the name and role before working.

CareMap keeps your current destination when it is available in the new workspace; otherwise it opens Home. A suspended workspace is shown but cannot be selected. Read-only indicates that organization authoring is unavailable.

Save open edits before switching. When CareMap detects unsaved edits, it asks whether to discard them before changing workspaces.

Find management tools

Organization destinations appear in the main navigation on larger screens and in More on mobile, according to your role:

• Organization > Overview lets Staff and Owners review identity and Member, Staff, and Client counts. Owners and Manager Staff can edit identity and manage invitations.
• Organization > Licensing, Devices, and Holds are available to Owners and Manager Staff. Licensing is read-only for organization managers.
• Members > Staff and Members > Clients let Owners and Manager Staff manage those relationships.

Global administrators also manage organization records through Admin > Access > Organizations. Issuing workspace Licenses, configuring personal role Licenses, and assigning access tags require that separate administrator authority.

Update the name or logo

On Overview, authorized managers can edit Name and select Save. Wait for the updated identity before navigating away.

Use Choose logo or Replace logo and choose a local image. The upload and attachment save automatically; wait for uploading to finish. Remove logo clears the current logo. If an update fails, read the visible message and retry; a temporary image preview alone does not confirm a saved logo.

Manage relationships and access

Use Staff, Clients, and Organization invitations for assignment, acceptance, removal, and role changes. Lists have search and paging; a filtered empty page does not mean the organization has no members.

A Client relationship can appear in profile Organizations, contribute a Shelf row, and supply a personal role License when configured. These are separate from the organization's own workspace License.

The active workspace also affects available Library, Notes, Schedule, Agent, and Reports tools. Packages, Licenses, role, and folder permissions can hide a tool or make it read-only. Account security settings still concern your signed-in account.

With the organization selected, managers can configure Organization summary categories in Settings > Account > Usage. These categories can apply to members and assigned Clients, while generation still uses each profile owner's personal AI credits.

Owners and Manager Staff can also configure Organization profile properties in Settings > Account > Usage > Profile properties. These optional fields apply to assigned Clients, with saved values retained on the Client's profile.

Missing or unavailable access

Confirm the intended workspace and refresh after accepting an invitation or changing a role or License. Ask an Owner, Manager Staff member, or administrator to verify the membership; Manager Staff needs Manager enabled.

If CareMap shows Organization unavailable, return to an available workspace and have an authorized manager review access. When the workspace opens but a tool is missing, review its Licenses and relevant permissions. Failed list loads offer Retry; otherwise use Refresh page after correcting the problem.