User Management
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      Add and Associate Carers

      Carer users have read-only 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
      Add and Associate Carer with Participant
      Create Carer

      What is a Carer user in Planability?

      A Carer user 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.

      TIP: If a Participant is also a Carer for other participants you manage, we suggest you keep their access streamlined by giving them a login 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 can have different permissions for each Participant (Claim approver / Receive Plan Report). 

      You can add a new Carer from either:

      • Participant Details page / Associate Carer. This creates the profile and the association in one step and is the recommended method.

      or

      • Users > Create User. You will then need to associate the Carer from the Participant Details page

      Add and Associate Carer with Participant

      Carers are associated with Participants from the Participant Details Page. This association allows the Carer to access and view the Participant's details and plans when they log in either through the web application or the Planability App. The permissions to approve claims and receive plan reports for each participant are managed from this section

      • Navigate to the Participant Details page.
      • Select the Associated Carers tab
      • Click Add Carer
      • Enter the Carer's email address and click the search icon. This will search the entire user database for an existing account using this email address.

      • If the email address is unique, complete the form fields: First Name and Last Name are mandatory. Please take care entering these details as you will not be able to edit once created. The first name and last name are used to generate the user name.
      • A Welcome Email will be sent automatically to the new user, followed by a 2nd email notifying them of the participant association.

      • If there is already an account associated with this email address, the details will display. You will not be able to edit them.

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

      NOTE: you will not be able to make changes to the Email, Name, or Mobile number of an existing profile. However, the Carer can update their own contact details by selecting 'Update Profile' from their name when they are logged in on their web browser or Planability App.

      an alternative method is to: 

      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.

      • Click 'Save'. A Welcome Email will be sent to the Carer.
      • When they first log in they will be taken to their profile page to check their details and can update them if required.

      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. 

      Next Article: Update Support Coordinator or Carer Permissions