Settings
The Settings section contains all account-level configuration options for your portal. Settings is organised into the following tabs: Profile, Security, Members, System, and Help.
Profile
The Profile tab allows you to update your personal contact details and notification preferences.
Available Fields
- Preferred Name — The name you want displayed throughout the portal
- Email Address — Your portal login email address
- Mobile Number — A 10-digit mobile number
Contact Preference
Select your preferred method of contact:
- SMS
- Phone
- Portal
Notification Toggles
Control how you receive notifications:
- Email Notifications — toggle on or off
- SMS Alerts — toggle on or off
Saving Changes
Click Save Changes to apply all profile and contact preference updates.
Security
The Security tab allows you to update your portal login password.
Password Change Fields
- Current Password — Enter your existing password
- New Password — Enter the new password you wish to use
- Confirm New Password — Re-enter the new password to confirm
Password Requirements
Your password must meet the following requirements:
- Minimum 8 characters
- At least one capital letter
- At least one number
- At least one symbol
Updating Your Password
Click Update Password to submit the password change.
Members
The Members tab allows the primary client account holder to invite and manage family members or representatives who can access the portal on their behalf.
Note: Only the primary client account can invite and manage members. Invited members cannot invite other members or manage the member list.
Member List
The Members tab displays all current members associated with your account, showing:
- Member name
- Relationship
- Status
- Assigned permissions
- Pause action
- Delete action
If no members have been added yet, the portal will display a No Members Added message.
Inviting a Family Member
Click Invite a Family Member to open the member invitation form.
Required Fields
- First Name
- Last Name
- Email Address (must be a valid email address)
Optional Fields
- Mobile Number
Relationship Options
Select the member's relationship to you from the following options:
- Daughter
- Son
- Spouse
- Partner
- Parent
- Guardian
- Representative
- Power of Attorney
- Friend
- Other
Member Access Permissions
Select which sections of the portal the member can access. At least one permission must be selected.
| Permission | Default |
|---|---|
| View Budget | Selected by default |
| View Invoices | Selected by default |
| View Care Team | Optional |
| Manage Settings | Optional |
Sending the Invitation
Click Send Invite to email the invitation to the member. Click Back to Members to return to the Members tab without sending.
Member Access Control
The primary client can control which portal sections each member can access, including:
- Budget
- Invoices
- Care Team
- Settings
- Invoice Payments
Members can only view and access the sections that have been assigned to them by the primary account holder.
System
The System tab contains account-level controls.
Danger Zone
The Danger Zone section contains the Delete My Account action.
Warning: Deleting your account is permanent. This action will permanently delete your account and all associated data and cannot be undone. Proceed with caution.
Help
The Help tab provides access to support resources, frequently asked questions, and guides.
Support
The Support section displays the following contact options:
- Support phone number
- Support email address
- Support hours
Available Actions
- Call Now — Start a phone call to the support team
- Send Email — Open an email to the support team
FAQs
Access a list of frequently asked questions related to portal usage, billing, and care management.
Guides
Access step-by-step guides to help you use the portal effectively.
