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Updating User, Carer or Client assigned Teams

How to update the assigned teams for a user, carer or client

Written by Donovan Fourie
Updated over 4 months ago

You may need to update the teams a user, carer or client is assigned to, for example if you want to add them to a different team, or remove them from a team they're already in.

To update the teams for a user:

  1. Go to Accounts and click the user's name.

  2. In their profile, click the three dots.

  3. In the dropdown, tick the checkbox next to a team to assign the user to it, or uncheck it to remove them.

    You can also select Only to assign the user to only one team.

  4. Make your changes and click Save.

To update the teams for a carer:

  1. In their profile under Actions, click Assign Teams.

  2. In the dropdown, tick the checkbox next to a team to assign the carer to it, or uncheck it to remove them.

    • You can also update the carer's default teams from the Default team dropdown.

    • You can also update their teams by clicking the team under their name.

  3. Make your changes and click Save.

To update the teams for a client:

  1. In their profile under Actions, click Assign Teams.

  2. In the dropdown, tick the checkbox next to a team to assign the client to it, or uncheck it to remove them.

    • You can also update the client's default teams from the Default team dropdown.

    • You can also update their teams by clicking the team under their name.

  3. Make your changes and click Save.

For more information on teams, see Teams.

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