Create Care Teams & Groups
Organize volunteers into teams with roles, permissions, and category-based routing.
“Develop a Prayer and Care team to relieve the pressure off of our pastoral staff”
— What churches tell us they need
How it works in CareNote
CareNote Groups let you organize your care ministry into teams—each with their own members, profiles, and care responsibilities.
Step-by-step guide
Create a Group
Go to Admin → Groups → Create. Give it a name like “Prayer Team” or “Deacon Care”
Add team members
Add Users to the group with roles: Owner, Manager, or Member
Add care receivers
Add Profiles to the group—these are the people this team cares for
Configure categories (optional)
Set which care request categories this group handles. Requests can auto-route to the right team.
Group appears on dashboards
Members see the group on their Dashboard with their assigned profiles and care requests
Group roles
Owner
Full control over the group—can add/remove members, change settings, delete the group
Manager
Can manage group members and settings, but can't delete the group
Member
Basic access—can see group profiles and care requests, log interactions, accept assignments
What you get
- Organize volunteers into purpose-specific teams
- Role-based permissions (Owner, Manager, Member)
- Auto-route care requests to the right team
- First-to-respond routing within groups
- Group-level reports and analytics
Ready to build your care teams?
Start your 14-day free trial and see how easy it is.