Adding staff members

Add your care workers and administrative staff to Careflow so they can access the system.

To add a staff member:

Go to Settings in the sidebar.

Select the Members section.

Click "Invite Member" and enter their email address.

Choose their role: Admin, Member, or a custom role.

The new member will receive an email invitation to join.

Roles explained:

Owner - Full access to all features and settings. Can manage billing and delete the organization.

Admin - Can manage members, clients, schedules, and most settings.

Member - Can view schedules, manage assigned clients, and create documentation.