Each person that requires access to your CareLineLive environment will need their own user account; whether they're working from the office, a care worker using the app, or a family member accessing the family portal.
Roles & Permissions dictate what the user can see and which actions they can perform.
Adding a new account
To create an account, open the Accounts page (in main navigation) and click the + button in the top-right hand corner of the page.
Next you must fill out the required fields:
|Team(s)||Choose which team(s) the user should be assigned to|
What is the user's name?
Used to identify the user. Must be unique for each user.
Some exports will also be emailed to this address.
|Password||Must be a minimum of 6 characters.
If the password is forgotten, the user should click the “Forgotten your password” link on the login page.
|Role(s)||Select the roles that will be assigned to the user.|
Once you have filled out these sections, click create. The account is now ready to use!