You can add new users to your organization in just a few clicks. Here’s how to get started:
Go to Reports > Users
From your Carebility dashboard, use the left-hand menu to navigate to Reports, then select Users.
This page shows an overview of all users across facilities, including pending and active invitations.
Click the [ + New User ] button
In the top right corner, click the blue + New User button. This will open the Add New User modal.
Fill in user details
Enter the new user’s:
Email Address (required)
First Name and Last Name (required)
Job Title (optional)
Custom Tags (optional)
Assign facility access
Select one or more facilities for the user.
If you'd like them to access all facilities across your organization, toggle Organization User.
Choose a user role
Select the appropriate role based on what access the user should have:
Learner – Complete assigned courses and track their own progress.
Supervisor – Includes all Learner features, plus the ability to add users, change passwords, resend invites, assign courses, and access reports.
Administrator – Full system access, including advanced administrative tools and system-level management.
Volunteer – Limited access to complete assigned courses only.
Send the invite
Click Send Invite to email the user an invitation to join your organization on Carebility.
After setting up a new user, you can assign them education:
Assigning Education to Users
Need help choosing the right role? Send us a message here.