A Staff member with Manage permissions assigned to the client or a Non-staff contact with manager permissions can add new non-staff accounts with social, care, or manage role. The following instructions show how to add a new non-staff account on the Web Portal.
- In the left-hand menu, click the Accounts tab and locate the desired account.
Select the client by clicking their account card from the list.
- Click the Contacts menu.
Click the + Add Contact button to open the New Contact page.
- Enter the following details:
- Relationship of the client to the new account
- First and last name
- Relationship of the new account to the client
- Email address
- Select a role for the new account.
Note: When the Manage role is selected, the Social and Care roles are also highlighted because their functions also apply to the Manage role.
Click the Update button to create the account.
A welcome email is sent to the new account with a link to complete the account setup. The link expires in 5 days.