If you're setting up CoolFocus for your organization, one of your first jobs is giving access to your staff. This is an administrator task.
Go to Administration → Invitations to send invites by email. Each person gets a link to set up their own sign-in. See Invitations for the details.
Not everyone needs access to everything. CoolFocus uses user groups to control what staff can see and do — for example, front-desk staff, case workers, and finance might each see a different slice of the system.
• Users — manage the individual people in your account.
• User Groups: What Staff Can Open and Change — defines what each type of user (user group) can access.
1. Invite a small first group (yourself and a couple of key staff).
2. Set up user groups that match the roles in your organization.
3. Invite the rest of your team into the right groups.
4. If you need to restrict who sees which records (not just which features), that's handled separately — see Data Access Rules: Limit Which Records Staff Can See.
