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 |
Name | What is the user's name? |
Email address | 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 8 characters. See here for more information on passwords. |
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!
Video walkthrough
For more information on accounts, see: Accounts Overview and User Roles