CareSteps Support
Joining a company
- Install CareSteps on your iPhone (testers: accept the TestFlight invite first).
- Open the invite link you were sent, or tap I have an invite code in the app and type the code.
- Sign in with Apple or Google, enter your name as your coworkers should see it, and tap Join.
An invite code works once and expires 7 days after it was made. If it says it isn't valid any more, ask an owner or admin for a new one.
Roles
- Owner: one per company. Everything an admin can do, plus invite admins, change roles, transfer ownership and delete the company.
- Admin: edits the company's details, invites and removes caregivers, adds and archives clients, and assigns clients to caregivers.
- Caregiver: sees and logs only the clients assigned to them.
Common questions
- I can't see a client: ask an owner or admin to assign the client to you (Settings, then Team).
- Which company am I looking at? The company's name is at the top of Settings; tap it to switch company.
- Records from before companies: the app offers to move them into your company the first time you sign in.
- Delete your account: Settings, then Account, then Delete Account. An owner must first transfer ownership or delete the company.
CareSteps helps you keep records. It isn't medical advice and doesn't replace emergency services.