1
Open Team settings
Go to Settings, then Team. Review active users, pending invitations, roles and seat usage before adding a new person.
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Team and settings
How to invite and manage team members
Invite staff, choose roles, manage seat access and keep participant access scoped correctly.
Owners, admins and managers
10 minutes
App area: /dashboard/settings/team
Before you start
Check these items before changing participant, billing or compliance records.
- Confirm each person needs access before sending invites.
- Decide whether each staff member is an owner, admin, manager, finance user, coordinator, therapist or viewer.
- Check your available seats in Billing or Team settings.
Steps
Follow this workflow.
2
Send the invitation
Choose Invite team member, enter the staff member email address, select their role and send the invite. The staff member should use the invite email rather than creating a separate account.
3
Choose the narrowest useful role
Use owner or admin only for people who manage the organisation. Use manager for team oversight, finance for billing work, coordinator or therapist for scoped caseload work and viewer for read only access.
4
Assign participants after the user accepts
Once the staff member joins, assign them as the primary coordinator or therapist on participant records. This makes coordinator scoped lists and searches work correctly.
5
Deactivate access when someone leaves
Use Team settings to deactivate the person, then reassign their participants, tasks and open follow ups to another staff member.
Expected outcome
Your staff have appropriate access, your seat count is accurate and participant visibility remains scoped.
Related CordoCare guides
How to assign and manage a participant caseload
Assign coordinators, use caseload filters, bulk reassign participants and keep scoped access correct.
How to set up your organisation profile
Add organisation details, NDIS registration, invoice branding, billing preferences and team defaults.
How to configure notifications, KPIs and time clock
Set staff notifications, KPI targets, time clock settings and payroll support workflows.
Related feature pages
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