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 is easily identifiable within the platform.

You can store family contact information in the resident's profile, and assign a relationship type (e.g., parent, child) and additional details (e.g., mother, son). This helps clarify the connection and ensures accurate communication within the community.

Steps to Add a Contact

1. Navigate to the Resident's Profile:

   • Navigate to the resident's profile and select the Connections tab.

2. Click on Add Connection:

   • This will open the connection form where you can either add an existing contact or create a new one.
   • Existing contacts are individuals that already have a profile in the platform. It does not mean that it's an active user account.

   Note: If you click Create a new connection, you won't be creating a new Cubigo user. Instead, the connection will be stored in the resident's profile without an actual Cubigo user account. If you're interested in inviting a family member to joint the platform, we recommend reviewing this support article.

Managing Connections

• Once a contact is added by a staff user, the family user or resident can edit or remove the contact from their profile. They can:

  • Change the relationship type (e.g., from “parent” to “son”).
  • Activate or deactivate permissions.
  • Delete the connection entirely.

  However, they cannot create new connections independently. Only staff users can create these connections.

• Residents and their families can only create "userless" contacts (similar to a rolodex).

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

Activity/Event Permissions for Connections

When creating a connection, you can assign specific permissions that allow the connection to manage activities or follow up on the resident's well-being.

• Follow Up On:

  • If this permission is selected, the connection will have access to the resident’s schedule and engagement history but will not be able to sign them up for activities or events.
  • Example: The connection can view the resident’s calendar and upcoming events but cannot make changes.

     

    

   

• Manage Activities For:

  • If this permission is selected, the connection can not only view the resident’s schedule but also sign them up for activities and events.
  • Example: The connection will see activities and events with the option to sign themselves and the resident up.

• Manage Pamynets For:

  If this permission is selected, the connection will have the ability to manage payments for a resident.

  This option is only applicable if the community has an active integration with a payment portal on Cubigo (e.g., Caregrove).