Assemble your care team and get everyone connected. Send an invitation through email or SMS and gather your friends and family to help and support.
Only the Team Creator, The Person Being Cared For, Inner Circle, and Admin account types can invite additional team members. Here is a list of permissions based on account type.
To invite additional care team members to a newly created CircleOf account:
1. On the Home screen under Who Else Can Help?, tap Invite Others.
2. There are 2 different roles you can give someone. You can invite them as an Inner Circle member or swipe left to invite them as a Friends & Family member. If needed, the Team Creator and Person Being Cared For account types can change a care team member's role at any time. Select if you would like to invite an Inner Circle or Friends & Family team member by tapping on the appropriate button.
3. Your phone's contact list will appear, search for the specific contact, then tap on their name to invite them. You can also manually enter an email address or phone number if the person is not in your phone's contacts.
3. Tap their email or their phone number to add them. Select as many contacts as you would like and when you are ready, tap Send Invite.
*To remove someone from the invitation, (prior to sending) under Search tap the (x).
4. The screen will confirm that the invitation(s) has been sent.
5. The tile will also update to show you the number of people who have been invited. Once the invited team member joins the team, this number will update.
To invite team members to an existing team:
1. Go to your team profile page (go to the Home screen and tap View Team Profile or from the Navigation menu tap View Team).
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2. Tap on View All.
3. Here you will see all the care team members. Under Who Else Can Help? tap on Invite Others.
4. There are 2 different roles you can give someone. You can invite them as an Inner Circle member or swipe left to invite them as a Friends & Family member. If needed, the Team Creator and Person Being Cared For account types can change a care team member's role at any time. Select if you would like to invite an Inner Circle or Friends & Family team member by tapping on the appropriate button.
5. Your phone's contact list will appear, search for the specific contact, then tap on their name to invite them. You can also manually enter an email address or phone number if the person is not in your phone's contacts.
6. Tap their email or their phone number to add them. Select as many contacts as you would like and when you are ready, tap Send Invite.
*To remove someone from the invitation, (prior to sending) under Search tap the (x).
7. The screen will confirm that the invitation(s) has been sent.