Caregivers

Adding a Caregiver Every person who will be receiving alerts or messages from the system, or using the communication features, needs to be in the Caregiver table, which is in the People module of the Care Menu. This happens automatically, in most cases, when a person is given a user account. (See the instructions for adding new users). Only those people who will receive rule alerts, but not log in to the Care Portal should be set up as Caregivers following these instructions.

User Levels that are Automatically Set Up as Caregivers:

• Group Caregiver
• Group Communicator
• Account Admin
• Account Caregiver
• Account Communicator

User Levels that are NOT Automatically Set Up as Caregivers:

• Admin
• Distributor Admin
• Group Admin
  
  

Caregiver Information

To add a new Caregiver:

1. Click Users in the Online Care Portal
2. Click the Add User button
3. Fill out the form
4. Give them the appropriate role
5. Select the appropriate account or group
6. Save the Add User form
7. An activation email will be sent to the new user

Changing the Picture

Every Caregiver is assigned a picture. The default picture is a simple cartoon, but it can and should be replaced with a photo of the person. This picture is attached to all communications sent to the system, to identify the sender. Click on the picture to change it by uploading a photo from your computer.