Add a Caregiver
Give a caregiver access to the eMAR, daily tasks, and documentation.
Every person who touches a resident’s record should sign in as themselves — that’s what makes the audit trail meaningful. Adding a caregiver takes about a minute, and the role you choose determines exactly what they can see and do.
Step by step
- 1
Open Manage Users
From the dashboard, click “Manage Users” to open User Management.
- 2
Click “Add User”
The “Add New User” form opens.
- 3
Enter their work email and a temporary password
The email is their sign-in. Set a temporary password of at least eight characters — they can change it after their first sign-in. No invite email is sent; you share the credentials directly.
- 4
Add their name and phone
Optional, but this is what appears in the staff list and against everything they document.
- 5
Choose the role — Caregiver
Caregivers get the day-to-day work: the eMAR, daily ADL tasks, progress notes, and incident reporting.
- 6
Create the user
Click “Create User.” They appear in the list with a Caregiver badge, and the Caregivers counter goes up.
Why it matters
- Role-based access keeps staff in their lane — caregivers get what they need for care delivery and nothing more.
- Every medication pass, note, and incident is attributed to a named user, which is what an audit trail has to show at inspection.
- Shared logins are the fastest way to lose a compliance argument; individual accounts take a minute to create.
