Connections | How to Manage Contacts

As a staff user, you have the ability to enrich a resident's profile by adding Connections. This ensures that important contacts for a resident are easily identifiable within the platform. You can store family contact information, assign relationship types (e.g., parent, child), and add additional details to clarify connections and ensure accurate communication.

Table of Contents

1. Steps to Add a Contact
2. Managing Connections
3. Connection Permissions

1. Steps to Add a Contact

Staff users can add connections to a resident's profile to facilitate better community engagement and record-keeping.

1. Navigate to the Resident's Profile: Open the profile and select the Connections tab.
2. Click on Add Connection: This will open a form where you can either add an existing contact or create a new one.
   • Existing contacts: Individuals who already have a profile in the platform (this does not necessarily mean they have an active user account).
   • New connections: Choosing "Create a new connection" stores the contact details in the resident's profile without creating an actual Cubigo user account.

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2. Managing Connections

Once a contact has been added by a staff user, certain management tasks can be performed by the family members or the residents themselves.

• Staff Exclusivity: Only staff users can create new connections between users.
• User Edits: Residents and family users can edit or remove connections from their own profiles, including changing relationship types and deactivating permissions.
• Userless Contacts: Residents and families can create "userless" contacts (similar to a personal Rolodex) but cannot link these to actual platform accounts.

To edit or remove a connection, click the Actions drop-down menu next to the specific contact information.

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3. Connection Permissions

When creating a connection, you control exactly what the contact is permitted to do on behalf of the resident.

• Service Requests: Includes Maintenance, Housekeeping, IT Support, and Transportation. If selected, the connection can create and manage requests. These will appear in the connection's own history, allowing them to follow up and communicate with staff via the ticket.
• Follow Up On: Allows the connection to view the resident's schedule and engagement history, but they cannot sign the resident up for activities or events.
• Manage Activities For: Allows the connection to see activities and events with the option to sign both themselves and the resident up.
• Manage Payments For: This is only available for "Family" roles and requires an active community integration with a payment portal (e.g., Caregrove).

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