Invite a team member

Who can do this Owner, Admin

Add a colleague to your organisation and get them a role that matches what they’ll be doing.

Before you start

• Know the colleague’s email address.
• Decide their role first — see Roles and permissions if you’re not sure which one fits.
• If your organisation’s team is managed centrally through JomCARE Accounts, invite from there instead — Account access shows a banner telling you so, with a link across.

Steps

1. In DonorCARE, open Account access. Go to the Team Members section.

2. Select Invite Member. A form opens inline with Name, Email Address and Role fields.

   

3. Fill in their name, email address, and choose a role. You can invite someone as Admin, Finance or Member — Owner and Viewer aren’t offered here (a Viewer role is only assigned automatically, through a connected JomCARE hub).

4. Select Send Invitation. Your colleague receives an email with their invitation link. They appear in your Team Members list as a pending invitation until they accept it.

If something goes wrong

What you see	What it means	What to do
The invite form doesn’t appear at all	Your role doesn’t include inviting — only Owner and Admin can.	Ask an Owner or Admin to send the invitation instead.
Sending the invitation fails with a limit message	Your plan’s team-member allowance is full.	Remove an inactive member, or move to a plan with more seats — see Plans and what changes between them.
Your colleague says the invitation link failed	The invitation may already have been used, or has expired.	Send a new invitation from Account access.

Related

• Roles and permissions
• Sign in for the first time
• See who changed a record