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Version: 3.0

How to add a user to an organization

Overview​

This flow describes how to add a user to an organization and give that user a role. The role decides what the user can do in that organization and in every organization below it.

Pre-requisites​

  • The organization exists in Care.
  • If you link an account that already exists, the user has an account in Care.
  • The user is not already a member of this organization, of a parent of it, or of an organization below it.
  • The role that you give is within your own role in that organization. You cannot give more access than you hold.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can View OrganizationsOpen the organization.
Can List Users in an OrganizationsSee the members of the organization.
Can Manage Users in an OrganizationAdd a member, change a role, and remove a member.

Steps​

1. Open the organization​

Select the organization that you want to change. Care opens the organization.

2. Open the users tab​

Select Users. Care shows the members of the organization. Use the search box to find a member by name, by username, or by phone number.

3. Select how you add the user​

OptionWhen to use it
Link UserThe user already has an account in Care.
Add UserThe user has no account, so you create the account first.

Select Link User. Search for the user by username. Select the user in the results.

ComponentsWhat it captures
UserThe account that you add to the organization.
RoleThe role that the user holds in this organization.

Select Link User to Organization. Care adds the user to the organization.

5. Add a user that has no account​

Select Add User. Complete the user form, then save it. Care creates the account and opens the Link User panel with the new user selected. Select the role, then select Link User to Organization.

Expected Outcome​

  • The user is in the members list of the organization, with the role that you selected.
  • The user has the access of that role in this organization and in every organization below it.
  • You can select Edit Role on the member to change the role later.

Concepts:

Flows: