Creating a care team

Check whether a team already exists

If someone has invited you, use that invitation to join their team. You do not need to create a new care team just to respond to their work.

Create a team for yourself, or for someone who has asked you or authorised you to help. You become its initial Team leader and can hand over that responsibility later.

Create the team in two screens

1. 1

   The person

   Choose Myself or Someone else and enter the name the team should use. A first name is enough. For someone else, also choose your relationship to them.

2. 2

   Check & create

   Check the details and read the explanation of your Team leader role. Confirm that you have permission and agree to keep the care-team information confidential, then create the team.

The person does not need an email or login

Choosing Myself connects your own account to the person’s profile. Choosing Someone else creates a managed profile that you can maintain as Team leader.

The person can be at the centre of the team without signing in. If they want their own account later, use their account-access options under Team → People & access → Invitations. Use their own email address, not yours.

What happens when you create the team

You start as Team leader. Creation does not automatically send invitations to other people. A professional who creates a client’s team keeps their professional account view.

If you arrived through a professional’s invitation to get started, review the separate choice about giving that professional access. Creating the team is not blanket permission for them to join.

Add what you know and ask others to help

• Open Team → Care team setup to invite someone, add context about the person, choose a first priority, add support guidance or upload a useful document.
• You can add information yourself or ask an active team member to provide it through a task. Choose the person best placed to help.
• A request stays waiting until the person responds, and a submitted response may still need your review.
• Use Not needed now for an optional setup area you do not need. You can return to it later.