When you are ready for your caregiver to begin using the app, please follow the steps below:
- Navigate to their staff profile
- Click Edit Profile
- On the first page, Staff Details, make sure the email/username entered is the correct email the caregiver will be using (double check for spellings errors, correct domain, etc.) **This cannot be changed once the caregiver accepts the mobile app invite.
- Once you confirm the email/username is correct, select Login Details from the left-hand menu.
- There are three sections within the Login Details page.
Email: This field cannot be edited. This is the caregiver's primary email address.
Login Status: Ensure this is set to Pending or Allowed
IVR ID: This field cannot be edited. This is the ID the caregiver will enter to identify themselves if they use telephony.
- Once you've reviewed the information on this page, click Invite to send the caregiver an email prompting them to set up their log-in credentials.