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, 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 team:
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 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. You can choose to allow CircleOf access to your phone's contacts (OK), which will make it easier to send invites, or if you'd like to type the phone number or email directly select Don't Allow.
4a. If you allow access to your contacts, you can search for the specific contact and then tap on their name. Or you can type the person's email or phone number in this field and add them.
4b. 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).
5. If you do not allow the app access to your contacts list, you can directly type in the recipient's phone number or email. Press Next to be sent to the invitation default text.
6. You can then customize the default text on the invitation. Once you are ready, click Send Invite.
7. The screen will confirm that the invitation(s) has been sent.
To invite team members to an existing team:
There are multiple ways to invite people to your team.
1. From the navigation menu tap the Invite Team Members button.
2. From the 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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Tap on Invite More Team Members.
3. From the team profile page click View All next to Team.
Here you will see all the care team members. Tap on Invite More Team Members.
There are 2 different roles you can give someone. You can invite them as an Inner Circle member or 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.
1. You can choose to allow CircleOf access to your phone's contacts (OK), which will make it easier to send invites, or if you'd like to type the phone number or email directly select Don't Allow.
2a. If you allow access to your contacts, you can search for the specific contact and then tap on their name. Or you can type the person's email or phone number in this field and add them.
2b. 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).
3. If you do not allow the app access to your contacts list, you can directly type in the recipient's phone number or email. Press Next to be sent to the invitation default text.
4. You can then customize the default text on the invitation. Once you are ready, click Send Invite.
5. The screen will confirm that the invitation(s) has been sent.