User Management
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      2. Plan Management
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      Add and Associate Carers

      Carers have access to the Planability software via their own user account. Any participant details associated with their profile will be visible to them from their login, regardless of which agency manages their plan

      Table of Contents:
      What is a Carer in Planability
      Create User - Carer
      Associate Carer with Participant
      Create AND associate Carer with Participant

      What is a Carer in Planability?

      A Carer would be a parent, relative or plan nominee who requires Planability access. Carers can be associated with multiple Participants giving them access to view them all from one login.

      If a Participant you manage is also a Carer for other participants you manage, we suggest you keep their access streamlined by giving them one access as a Carer only. By associating them as a Carer on their own Profile as well as the other associated Participant Profiles they will be able to view all from one login account. They may have different permissions for each Particiapnt (Claim approver / Receive Plan Report). 

      You can add a new Carer from either:

      • Users > Create User. You will then need to associate the Carer from the Participant Details page
      • Participant Details page / Associate Carer. This creates the profile and the association in one step.

      Create User - Carer

      • From the main menu, select Users > Create User.
      • Select Carer as the User role. 
      • Enter First Name, Last Name and Email address (mandatory fields). 
      • Choose either Email or SMS for Two Factor Authentication (mandatory)
      • Email Notifications must be selected for the user to recieve any emails from Planability - including the Welcome email.

      NOTE: If you are unable to save the information because the email address already exists, it indicates that there is already an active account associated with that email address and user. Instead of creating a new profile, you can directly associate the Carer with your Participant. 

      Associate Carer with Participant

      Carers are linked to Participants through the Participant Details Page. This association allows the Carer to access and view the Participant's details and plans when they log in. The permissions for each specific participant association can be managed from this section, including the ability to approve claims and receive plan reports.

      • Navigate to the Participant Details page.
      • Scroll down to Associated Carers
      • Click Add Carer
      • Enter the Carer's email address and click the search icon.

      • If there is already an account associated with this email address, the details will display.

      • Enter Relationship (not mandatory)

      • Select the permissions that apply for this participant - Claim Approver and/or Receive Plan Report.

      Please note that you will not be able to make changes to the Carer's Email, Name, or Mobile number. However, the Carer can update their own contact details by selecting 'Update Profile' from their name when they are logged in.

      Create AND associate Carer with Participant

      If no account is found for that email address, you can create a new profile for this contact.

      • Enter First Name, Last Name and mobile number (if available)
      • Choose their permissions for this participant: Claim Approver / Receive Plan Report. 
      • Click Save

      Please take care entering their First Name and Last Name as this will generate the user.name for their login.

      In this instance, a Welcome Email will be sent automatically to the new user, followed by a 2nd email notifying them of the participant association.

       

      Next Article: Update Support Coordinator or Carer Permissions