Add a Family Member
Give a family member read-only portal access — scoped to their loved one only.
Families want to know how their loved one is doing; you want to stop fielding the same phone calls. A Family Member account gives them a read-only portal — and it is linked to a specific resident, so they see their own family member and nothing about anyone else in the home.
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 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.
- 4
Add their name and phone
So you know who the account belongs to when they call.
- 5
Choose the role — Family Member
Choosing Family Member reveals a “Linked Residents” section — this is the step that scopes their access.
- 6
Link them to their resident
Pick the resident, set the relationship (child, spouse, parent, sibling, or other), and click “Add.” You can link more than one resident if a family member has two loved ones in the home.
- 7
Create the user
Click “Create User.” They appear with a Family Member badge, and the Family Members counter goes up.
Why it matters
- Family access is read-only and scoped strictly to linked residents — no other resident in the home is visible, which is a privacy requirement, not a preference.
- Giving families a portal cuts down the repeated phone calls and text updates that eat into care time.
- The relationship you record makes it clear who is asking and on whose behalf.
