Invite and Add New Users

Organization Administrators - Learn how to add new users to your organization.

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

Only Organization Administrators have permission to invite new users to an organization in Caredove.

  1. Get started by navigating to Permissions from the top menu.

  2. Select the blue Add User button.

  3. Enter the new user's email address and name at the top.

  4. Specify the permissions that you would like the user to obtain.

  5. When you are finished, select Save. An e-mail will be sent to the address you entered with an invitation.

🚨 Important: The Referral Delegate permission enables the user to view ALL of the organization's referrals so it must be treated with the utmost amount of care. This permission is not required to view one's own referrals.

💡 Tip: If you have questions about your permissions or want to be invited, contacting your Organization Administrator is the best place to start.

Premium User Seats

All customers, even those on our no-cost Essential plan, are allotted 5 premium user seats.

  • As a first step, we recommend assessing your current user base to identify any inactive accounts or users who may no longer require access.

  • Upgrade to our Advanced plan to add more users to your Caredove system.

Should your needs exceed your organizations allotted seats please contact the Caredove team through our Chat Box.

External Users

An external user is someone who has access or permissions to more than one organization within Caredove. This ensures departments and/or branches can be kept separate while referral management can remain effective.

  • If you or a colleague find yourselves affiliated with more than one entity within Caredove, such as a parent organization with various local branches, the concept of External Users becomes particularly relevant.

  • External Users designate one organization as their primary employer, but are then also granted access or permissions to multiple organizations within the platform.

  • Within an organization, an External User is denoted by an "External" label attached to their name.

  • We make it easy to switch between organizations if you have access to multiple organizations in Caredove.

Network Referrer

Are you looking to give a user permission to submit Referrals only?

  • For users solely engaged in referral submissions it's recommended to add them with no permission.

  • Adding users with no permissions enables them to operate with Network Referrer (refer-only) privileges exclusively.

For more details on specific user permissions see the Caredove User Permission Guide.

Have more questions?

Please send us a message, using our Chat box

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