A minimum of one staff member must be assigned to an Account.
to assign a staff member to an account:
- Log into the Care Portal.
- From the Accounts list, search for the Account that you want to add a staff member to. You can use the search bar at the top or scroll until you find the Account.
- When you have found the Account, click on the name tag. Accounts that have no staff members assigned will display a red name tag with a +, an Account that has assigned staff members will display a black name tag.
- A staff list modal will be displayed. You can type the staff name is the search bar or scroll until you find the staff member you want to add. Click on the member of staff that you want to add.
- Click on Select Staff
- Next, select the role that the staff member will have in the Account. There are three roles types to choose from, Social, Care and Manage.
- A Social role only allows the staff member to call the Account user, their contacts and schedule events.
- A Care role gives the staff member the Social role