Platform owner

Use the platform panel to create hospitals and diagnostic centres, set plans and seats, add users, and suspend or support companies.

The platform owner runs the CareList service itself. You don't belong to any company. Instead, you create companies (hospitals and diagnostic centres) and hand each one over to its own Administrator. This chapter covers the platform panel at /platform.

Note: Self-service sign-up is off by default, so every company is created here. On a fresh install the seeded platform owner is owner@example.com (password password). Change the password straight away under More → My account.

The platform panel

When you sign in as the platform owner you go straight to Companies. The bottom bar has only two tabs:

• Companies: totals for Companies, Active, Suspended, Expiring ≤14d and Users, a search box (Search name, ref ID or email) and one card per company with its type, plan, users used / limit and status (Active, Suspended or Expired).
• New: the new-company form.

Tap a company card to open it.

Create a company

1. Tap + New company (or the New tab).
2. Under Company:
   • Company name.
   • Type: choose Type: Hospital or Type: Diagnostic centre. This decides the modules and the ready-made checklists (see below).
   • Plan: Trial (5 users), Starter (10 users), Pro (50 users) or Enterprise (500 users).
   • User limit: the seat limit that's actually enforced. Choosing a plan doesn't change this number, so type it to match.
   • Subscription ends (leave empty for no expiry). When this date passes, the company's users can no longer sign in.
   • Optional Contact email, Phone and Internal notes, which only you can see.
3. Under Company admin login, enter Admin name, Admin email and, optionally, a password. Leave Password (leave empty to generate) empty to have one generated.
4. Tap Create company.
5. The company page opens with a box headed Share these login details — the password is shown only once. Copy the email, password and sign-in address and send them to the administrator securely.

What gets installed automatically

On creation, CareList installs that company type's ready-made checklists. They're all published and ready to assign:

Every Pass/Fail item in these checklists asks for a description and a photo when it's answered Fail. Nothing else is created: no locations, teams, equipment or staff. The administrator does that (see Administrator setup).

Add users to a company

Usually the company's own administrator adds staff. You can also add them here, which is the only way to create another Administrator.

1. Open the company.
2. Under Add user, enter Name and Email, choose a role (the list only shows roles that fit the company type, with Administrator pre-selected) and optionally a password (Password (auto)).
3. Tap Add user and share the one-time login details shown.

If the seat limit is reached, the form says "(seat limit reached)". Raise User limit first. Deactivated users still count towards the limit.

Reset a password or deactivate a user

Each user row shows their email, role and when they last signed in (or "never signed in").

• Reset password: confirm, then share the new password from the box at the top. The old password stops working immediately.
• Deactivate / Activate: a deactivated user can't sign in, but their records are kept.

Change plan, seats, expiry or type

Edit the fields under Plan & company details and tap Save changes.

Changing the Type (for example from diagnostic centre to hospital) installs the new type's checklists, and the confirmation says how many were added. Nothing is removed. Patients only appear for hospitals, and hospital-only roles are only offered to hospitals.

Suspend or reactivate a company

On the company page, tap Suspend. Its users are locked out straight away, including anyone already signed in, and see "This company account is suspended". Tap Activate to restore access. (You can still use Open as admin on a suspended company to look around.) Suspending also stops that company's scheduled email reports.

Open a company as its admin (support)

To see exactly what an administrator sees:

1. Open the company and tap Open as admin. You're signed in as its first active Administrator.
2. An amber bar reads "Viewing as name". Everything you do is recorded under that admin's name, so take care.
3. Tap Back to platform in the amber bar when you're done.

If the company has no active Administrator, you'll see an error. Add or reactivate one first.

Delete a company

This permanently deletes the company, its users and all its data. It can't be undone.

1. Open the company and scroll to Delete company.
2. Type the company name exactly as shown, then tap Delete permanently and confirm.

Tip: To stop a customer temporarily, Suspend instead. To end a subscription on a date, set Subscription ends.

Before you hand over

• Make sure outgoing email is set up for your installation (your IT team does this once). Until it is, password resets, email alerts and compliance reports won't reach anyone.
• Make sure the background scheduler is running (your IT team sets this up once). Reminders, preventive maintenance, TAT alerts and the 07:00 email report depend on it. See Alerts and schedules.
• Switch on push notifications if companies want phone alerts (a one-time setup by your IT team). See Push notifications.

More detail: Platform admin.