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Inviting family members and professionals

Invite someone with their own email address, choose their role, and check the access they will receive. They review the invitation before joining your care team.

Who this article is for

Team leaders and workspace administrators who can manage invitations

Where to find it

  • Open Team and choose Invite member, or go to People & access → Invitations.
  • To invite a client to get started with Kinovo, professionals use the separate Add client options.

Before inviting somebody

  • Confirm the email address they use for Kinovo.
  • Choose the role they hold in this care team, not merely their account type or job title.
  • Give access only to the information and actions they need.
  • Do not include sensitive care details in the invitation message.

Invite someone to your existing team

  1. 1

    Open Invite member

    First check that you are in the correct care team. If the control is missing, ask the Team leader to send the invitation.

  2. 2

    Enter their email address

    Use the address they will use to sign in. Follow the form’s guidance if inviting several people with the same role.

  3. 3

    Choose the role and check access

    Choose the role that matches their responsibilities. Read the access summary and adjust available permissions only where needed. A Team leader invitation is a handover and must be sent separately.

  4. 4

    Add a short message if useful

    Explain why you would like them to join. Leave private care details out of the email invitation.

  5. 5

    Send and check the result

    The invitation normally expires after 14 days. Check the delivery result; sending an invitation does not mean the person has joined or read the email.

What the invited person receives

The invitation email identifies the inviter, care team and role, explains the shared-workspace purpose, includes any personal message and provides a secure acceptance button. It also explains that confidentiality must be agreed before workspace access opens.

The invitation is tied to the invited email address. Forwarding the link does not give a different signed-in account access.

If the person has not joined

  • Check Invitations to see whether the invitation is still pending and whether there was a delivery problem.
  • Ask the person to check the invited inbox, including Spam or Junk.
  • Resend or refresh the invitation when needed and ask them to use the latest email.
  • If Kinovo provides a fallback link, send it only to the intended recipient through a trusted channel.
  • Revoke a pending invitation if access is no longer appropriate. For someone who has already joined, manage their membership instead.

Some invitations have a different purpose

A Team leader invitation is a handover of access control. Read the confirmation carefully: accepting it transfers leadership rather than adding a second Team leader.

Use the person-at-the-centre account-access options when connecting a login to their existing managed profile.

A professional’s invitation to get started lets the recipient create a care team or connect an existing team they manage. The recipient explicitly chooses whether the professional receives access.

An invitation is not an assignment

Once the person has joined, create a task if you need a particular action or document from them.

Still need help?

Tell us which step you need help with and any error you saw. Leave out passwords, invitation links and private care information that is not needed to explain the problem.

Ask Kinovo support
Inviting family members and professionals | Kinovo Help Centre