Invite a family member to see the daily updates, medication, and care you provide for their loved one
FAQ: How do I invite the family member of my resident to see the care I provide to my workspace?
1. Set Up a Custom Role for Family Members
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Make sure you are on the Plus Plan, as creating custom roles requires this.
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Navigate to Administration > Manage Roles.
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Click Create Role and name it something like Family.
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Place this new role at the bottom of the role hierarchy to ensure limited access.
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Set permissions to view-only across most items unless you want them to interact with specific features (e.g., notes or assessments).
2. Create the Family Member’s Account
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Go to Manage Accounts > Create.
- Enter the family member’s email, name, mobile number, and a temporary password.
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Select the Family role you just created.
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Check “Require Reset Password”.
3. Assign Resident Access
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Under the access settings, untoggle all default access.
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Select only the specific resident you want this family member to view.
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Make sure all other facilities and residents are unchecked.
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Click Update Access and ensure the correct role is selected.
4. Log in and Confirm Access as the Family Member
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Log in using the newly created account to verify access.
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Family members will see a limited interface with only the selected resident’s profile.
Final Notes
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The family member interface is intentionally minimal for privacy and simplicity.
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Most permissions should remain view-only to avoid accidental changes.
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If any support is needed, direct them to the help chat at the bottom right of the Synkwise screen.