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Caredove Organization Administrator

All you need to know as an Organization Administrator: How to invite your staff and configure settings.

Rachel Shelswell avatar
Written by Rachel Shelswell
Updated over a week ago

As a Caredove Administrator you manage user accounts and your organization's Caredove settings. Let's get started! 

Inviting your first staff member

Before you invite staff, it's important to understand the different types of user permissions within the platform, including your own. Once you determine which permissions are required for each staff, start the invite process.  Navigate to Permissions in the Top Menu and select Add User

Question: Why doesn't Caredove invite your staff to have referral handling permissions at your organization?

Answer: Because you know best who works at your organization, and what role they have. Once Caredove adds the first Org Admin, it's over to them to manage permissions.

Review Organization 

It is very important that your organization is accurately reflected on the platform. We suggest starting with a thorough review of your organization information and your service listings. If your organization's information needs to be updated, please let Caredove know through the chatbox and we can make those changes for you promptly!

Refer using the Platform 

Will your organization primarily send referrals? Then you might want to learn how to Search-Book-Connect to connect patients with care.

Configure Caredove to Receive Referrals

As an organization that primarily provides care, you will need to configure your agency to receive referrals.  Note: we always suggest that you contact Caredove so we can properly assist you. 


Reporting is a key aspect of the administrator role. Learn more here. 

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