Give a caregiver a login
Three ways a caregiver gets into the AveeCare app: Link Caregiver, when you add them, or a sign-up link you approve.
3 parts · 1 minUser accountsFor the office
The lesson plays on a sample agency, so nothing you do in it changes anything. Open any item in the lesson's panel to read about it, and press See how to watch it done.
What this lesson covers
Everything the lesson says, part by part.
- 1
On the way: Logins are made on the Accounts page.
Your Accounts page
Link Caregiver gives a login to a caregiver who is already on your Caregivers page.
In the sidebar under Accounts.
On this page
Link CaregiverFor a caregiver you already added
Pick them, type the email they will sign in with, and the login is made.
See how jumps ahead to part 2: Link Caregiver Access Account.
Read the guideOr when you add themIn Add Caregiver
Adding a caregiver can make their login at the same time, so they get a welcome email straight away.
See how plays the lesson Add a caregiver.
Or let them ask for oneSelf sign-up
Give them a sign-up link or a code. They request a login and you approve it.
See how jumps ahead to part 3: Self sign-up.
- 2
Link Caregiver Access Account
Everyone listed is a caregiver who cannot sign in yet. Pick one, then the email they will sign in with.
Accounts, then Link Caregiver.
On this page
Pick the caregiverAvailable Caregivers
Click their row and they show as the Selected Caregiver.
See how shows:
- Pick a caregiver Only caregivers with no login are listed.
Their own emailIt is their login
Each caregiver needs an email of their own. One that already signs in to AveeCare cannot be used for a second login.
See how shows:
- The email they sign in with They get their sign-in details there.
What they can doIn the AveeCare app
See their visits, clock in and out and document each visit. Turn off what caregivers should not have on Permissions.
See how plays the lesson Permissions.
- 3
Self sign-up
Give people a link, or a code to type at aveecare.com/signup. Nobody gets a login until you approve them here.
Accounts, then Self sign-up.
On this page
Make a sign-up linkNew sign-up link
Choose who it is for, how long it works and how many requests it takes. Share the link, its QR code or its code.
See how shows:
- New sign-up link Choose who it is for, how long it works and how many requests it takes.
- Who is this link for? Caregivers, or clients and family. Share the link, its QR code or its code.
Approve each requestRequests waiting for you
Approving makes the login and emails their sign-in details. Declining tells them by email, and no login is made.
See how shows:
- Requests waiting for you Approve or decline each one.
At the end
Now you know how to give a caregiver a login
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