Overview
Inviting team members to Fitmedik ensures your entire workforce has access to essential information—policies, tasks, resident data, and more. The sooner everyone is on board, the smoother your daily operations will be.
Step-by-Step: Adding Your Team
Tap the “Team” Tab on the Left
In the main Fitmedik dashboard, look at the menu on the left-hand side.
Click Team to open the Team Management page.
Click “+ Add Team”
At the top-right corner (or wherever the button appears), you’ll see + Add Team.
This opens a pop-up window where you can invite new users by email.
Enter Emails or Upload a File
Option 1: Type or paste all team member emails in the text box, separated by commas.
Option 2: Drag and drop or browse to upload a CSV or XLS file. Each row (or line) in your file should contain one email address.
After you add the emails, click Add.
Check Login Status & Roles
Once added, your new team members will appear in the List of Team Members with a Login Status (e.g., In Progress, Successful).
Tip: “In Progress” might mean they haven’t yet logged in or completed their setup.
Team Member Onboarding
Each person receives an email invitation containing a link to set up their Fitmedik password.
They simply click the link, create their password, and log in via the web app or mobile app.
Best Practices for Team Adoption
Announce on Your Group Chat
Send everyone a quick message: “We’re using Fitmedik! Please check your email for an invite and download the Fitmedik app on your phone.”
Hold a Quick Demo
During a team meeting, do a 5-minute walkthrough showing how to log in, find policies, and create tasks. Visual demos help reduce confusion.
Encourage Mobile App Use
Fitmedik offers a mobile app (if available for your organization). Encourage staff to download it so they can receive alerts, chat with the AI, and look up policies on the go.
Assign Roles Wisely
Make sure each person’s role (Nurse, Care Director, etc.) matches their responsibilities. This helps direct tasks and alerts to the right people.
Set Up Alerts & Permissions
Once your team is added, encourage them to explore tasks, alerts, and policy searching. Familiarity fosters quicker, smoother adoption.
Periodic Check-Ins
Ask new members after a week or two, “How’s Fitmedik working for you? Any questions?” A little follow-up can go a long way.
Frequently Asked Questions
What if a team member doesn’t receive the invite email?
Have them check their spam folder. If they still don’t see it, resend the invite from the Team page or contact your administrator.
Can I remove or deactivate a user?
Yes. In the Status column, switch them from Active to Inactive. This revokes their access but keeps their record for compliance purposes.
How do I update someone’s role?
Click on the user’s entry in the Team list. You can edit their role or any other details if you have the right permissions.
Does Fitmedik track team turnover?
Yes. You’ll see stats like Annual Turnover Percentage and Potential Annual Turnover Cost at the top of the Team page, giving you insights into staffing changes.
Final Tips
Bulk Upload: If you’re adding dozens (or hundreds) of users, the CSV upload is your friend—saves time and reduces typos!
Easy Troubleshooting: For forgotten passwords, direct team members to the Forgot Password? link on the login page.
Once your team is added, they can immediately start exploring Fitmedik.
With everyone on board, you’ll see real-time benefits: fewer communication gaps, better policy compliance, and a more cohesive environment for staff and residents alike.