Invitations & Membership
Invitations keep teams private by connecting access to verified email addresses. Admins invite people who already support the child, and every member sees the same shared record once they accept.
Overview
- Admins invite by email and choose a role (Admin or Member)
- Invitees must sign in with the exact email address used
- Teams are isolated; members only see the team they accepted
- Professionals can join multiple teams with one account
Admin invite flow
- Open Team Admin.
- Enter the invitee’s email address.
- Choose a role: Admin or Member.
- Send invite; the status shows as Pending.
Role choice quick guide
- Admin: manage members, update team settings, full access
- Member: create and view entries, no membership management
Member accept flow
- Open the invitation email.
- Sign in with the same email address the invite was sent to.
- Accept the invite; the team appears in the team switcher.
Multi-team support (for professionals)
- One account can join multiple child-centered teams.
- Switching teams changes the visible record.
- Data stays isolated between teams at all times.
Common issues
”I did not receive the invite”
- Check spam or promotions folders.
- Ask the Admin to resend from Team Admin.
”I used the wrong email”
- Invites only work for the exact email address sent.
- Ask the Admin to send a new invite to the correct email.
”Can someone become an Admin later?”
- Yes. Admins can change roles from Team Admin.
Best practices
- Invite only people who actively support the child.
- Use professional emails for clinicians when possible.
- Keep teams small and focused for clear collaboration.