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Choose the right clinic, invite staff and keep purchasing authority separate from routine stock work.
A CareCart account can belong to multiple clinics. Each clinic has its own membership, records and permissions. Confirm the selected clinic before recording stock or changing settings.
The clinic creator becomes its administrator. Use the clinic selector to switch between workspaces your account can access. Switching clinics changes the records you work with; it does not copy stock or purchasing permissions between clinics.
A clinic administrator opens Settings → Team access, reviews the available role choices and creates an invitation for the colleague’s email address. Share the invitation through your agreed channel.
The colleague verifies their account email and accepts the invitation in clinic setup. The email must match the invitation and the invitation must still be valid. A token by itself does not grant access to an unrelated email account.
Choose a role based on the work the person needs to do. Stock recording, read access, purchasing review and administration are different responsibilities. Use the permissions shown in the app rather than assuming that everyone who can inspect a balance can approve spending.
An administrator should review membership when someone changes responsibilities or leaves the clinic. Do not share an administrator account to give the whole team access.
Clinic membership alone does not enable automatic payments. An activated treasury, current administrator access, a verified control wallet and an explicit policy are required for the normal automatic-purchasing setup.
The clinic’s standing permission is limited to its selected items, approved suppliers and amount. Expired, revoked or changed permissions cannot continue to authorize queued purchases under the old policy. See purchasing and payments.
Use your own account and verify the clinic name before saving a change. Keep patient records and payment keys out of notes and support messages. Sign out on shared computers.
If an invitation fails or access changes unexpectedly, check troubleshooting. Data handling and operational responsibilities are covered in safety and data.