Adding a staff member happens at Admin → Account directory. There isn't a separate "Invitations" queue — creating the account and sending the invite happen in one step.
Adding a single user
Click New account.
Email — the address the user will sign in with. Must be unique within your realm.
Name — what colleagues will see on diary entries, eMAR, messages.
Permission — pick Regular account (default) or Admin account (full realm admin).
Save. The user is created immediately and Carerealm sends them an email titled "You've been invited to join Carerealm" with a sign-in link.
Permissions at invite time
Role at invite | What they can do |
|---|---|
Regular account | No access by default — admins or moderators must add them to specific {{areas}}. |
Admin account | Full realm-admin access immediately. Sees every {{area}}, every admin page, every user. |
Note — Moderator status is set per-area, not at invite time. Once the user is in the realm, open the area settings and add them to the moderators list.
Re-sending or resetting an invite
If a user didn't get the email, they can use Forgot password on the login page — Carerealm sends them a fresh sign-in link via the same email address. There isn't a separate "resend invite" button.
Removing a user
From the Account directory, open the user and click Suspend to disable sign-in. Suspended users keep their historical record (so diary attribution stays correct) but can't access the realm. Permanent deletion is a GDPR right-to-erasure action — contact [email protected].
Heads up — There's no bulk CSV invite today. If you need to onboard a large team, contact support — we can do a bulk import on your behalf.