Users - Getting Started
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OverviewAny user who is going to make or receive Video Chat calls with the Resident, or who should be identified in Caller ID history logs must be set up as a Phone Person. Any user who is going to receive alerts or send letters to the Resident must be set up as a Caregiver/Contact. Any user who is going to log in to monitor activity, upload pictures, update settings, or interact socially with the Resident must be set up as a User. |
Users and Phone People
Before people can start to use the Resident’s system, to add pictures or messages, have Video Chats, or to see activity and receive alerts, they need to be set up.
- In order to log in to the Online Care Portal, and to use the remote Caregiver features of the Resident's system, a person must have a User Account. The system installer should have set up at least one user for the system, and assigned that person to be the Account Admin. This User has sufficient security permissions to add additional Users. (See instructions for adding new users.)
- In order to Video Chat with the Resident, and to appear in the Known Callers List for the Caller ID feature, a person must be set up as a Phone Person. (See instructions for adding Phone People.)
- In order to log in to the Online Care Portal, and to use the remote Caregiver features of the Resident's system, a person must have a User Account. The system installer should have set up at least one user for the system, and assigned that person to be the Account Admin. This User has sufficient security permissions to add additional Users. (See instructions for adding new users.)
Caregivers
Users and Caregivers are often one and the same. The primary purpose of Caregivers is to receive alerts from the system, for example a phone call if the door opens in the middle of the night, or a text if medications haven't been accessed at the proper time. People also need to be set up as Caregivers if they are going to send Messages or Letters on the system. When a User is created, that person is automatically set up as a Caregiver at the same time. Occasionally a person will receive rule alerts, but not be permitted to log in to the Care Portal. In that rare case, a person is only set up as a Caregiver. (See the instructions for adding Caregivers.)
Adding Users
Users are added in the Online Care Portal by users at the Account Admin, Group Admin or Distributor Admin user level. Once added, for your convenience they are automatically synched to the Caregivers/Contacts section of the Care Menu. The user role assigned to the user determines how many features of the system that user has access to.