To make registering for the Care Friends app as quick, easy and secure as possible, you will need to authorise your staff to use the app.
Watch our short video tutorial to learn how to pre-register your team
How to pre-register your staff - a step-by-step guide
Step 1: Log in to your portal and head to ‘app users’
Step 2: Click on ‘manage’
Step 3: Next click on the ‘ADD INVITEES’ button:
Step 4: If you are launching to your team or have many new starters click ‘add many at once’
Step 5: Click on ‘Download’ to download a spreadsheet template file:
Step 6: The file will now download on to your computer. Open the file and complete the details for your staff by either typing or copying and pasting from an existing file.
- The zero at the start of the mobile number will not be visible which is fine.
- The mobile number must not contain any spaces.
Handy tip: If you need to remove spaces from multiple phone numbers, highlight the mobile numbers column > Click 'find and replace' or use one of these shortcuts: PC shortcut: Ctrl+H. Mac shortcut: Cmd+H > Enter a space in the 'find what field' and leave 'replace with' blank > Click 'replace all' and all the spaces will be removed.
- The site names are only applicable if you have sites set up within your Care Friends portal.
- If you have sites, the site names must be entered exactly as they appear in your Care Friends portal.
- The columns must stay in the same order as the template: First name > Surname > Email > Mobile number > Site name (if applicable)
- Please remove from your spreadsheet anyone who has already been invited as a an admin user.
Step 7: Click on ‘file’, ‘save as’ and save to your computer ensuring that the file format is CSV (comma delimited) or Comma-separated Values (.csv). If this is not the default file type you can select this file type from the drop-down menu.
Step 8: Back in your Care Friends portal, upload the spreadsheet you have created by clicking on ‘browse’
Step 9: Select the csv file you have saved and click on ‘open’. If you have a large number of staff the upload may take a few moments.
When the file has been uploaded successfully, you will see how many new app users have been created. These staff members can now download and access the Care Friends app if they choose to.
If you have included any existing users in the spreadsheet, the system will pick up duplicates and show them here. It will also update their account with the details that were included in the spreadsheet.
Existing app users will not be affected by the updates to the registration process, unless they log out of the app or get a new phone. In this instance, they will simply be asked to login to the app using the email address that they originally registered with and add their phone number.
If you have any questions or need further support, please don't hesitate to get in touch by emailing us at firstname.lastname@example.org or start a chat the right-hand corner of your screen.