Company Onboarding / Import Companies
CareVerity ECM & Care Compliance System with CareVerity Training Academy.
Company Onboarding / Import Companies
Multi-company onboarding, Excel-compatible data migration, validation, duplicate review, audit evidence and tenant separation for healthcare and care providers.
Database readiness status
Demo/localStorage mode is active. Supabase queries are prepared but not used.
Demo Care Provider Ltd
Visual overview for onboarding, Excel import, validation, approvals, tenant separation and go-live readiness.
Import dashboard
Preview, validation, duplicate detection and result counts for the selected provider.
Import result summary
Summary shown after each approved staff or service user import batch.
| Result item | Value |
|---|---|
| Total rows uploaded | 0 |
| Records imported | 0 |
| Records skipped | 0 |
| Records with warning | 0 |
| Records failed | 0 |
| Duplicates found | 0 |
| Import batch reference | No import batch yet |
| Imported by | Pending |
| Date/time | Pending |
| Company/provider | Demo Care Provider Ltd |
| Download import report | Available after import |
Company setup
Create a provider account, confirm provider identity, assign contacts, migration status and company data boundaries.
Role permissions
Only authorised roles can import company data. Permission checks must be enforced with tenant-aware backend policies before production use.
| Role | Import permission |
|---|---|
| System Owner | Create company, import staff, import service users, approve import, delete failed import batch, export import report |
| Provider Admin | Create company onboarding draft, upload files, review validation, submit for approval |
| Registered Manager | Approve imported staff and service users for their own company |
| HR Administrator | Import and review staff data only |
| Care Coordinator | View imported service users after approval; cannot import staff unless permitted |
| Finance Administrator | View company billing and funding fields only where authorised |
| Auditor / Inspector Read-Only | Read-only access to import history and audit logs if authorised |
Demo company import
End-to-end test buttons for fake demo data only.