Connections | How to manage contacts

As an admin and staff user you can enrich the resident's profile with contacts and contact information. Relevant family contact information can be stored here, indicating who will operate as the primary contact for the resident.

Staff/admin can define a type of connection and enter a relationship (e.g., parent, child) for that contact as well as a note to further define that connection (e.g., mother, son). 

Go to the user's profile --> Connections tab. 

Click on [Add connection].

The connection form will open:

You can add an existing contact or create a new one. 

NOTE: if you click on 'Create a new connection', you won't create a user in Cubigo. This connection will be stored in the resident profile without an actual Cubigo account. 

Once this connection is created by admin/staff, the family user or resident can always delete a contact (each other), change the relation type, and activate/deactivate the follow-up by editing the contact section of their profile. However, they cannot create the connection independently. They can only create 'userless' contacts.

To remove or modify a connection simply click on the pencil icon:

Activity/Event Permissions

When creating a connection you can select to allow the connection to:

• follow up on their loved one
• manage activities for their loved one

When follow up on is indicated, the connection will have access to the resident's schedule and engagement history, but will not be able to sign up their loved one for activities or events. 

• Here is an example of a connections home page with their loved one's schedule displayed.

When manage activities for is indicated, the connection will have access to sign the resident up for activities and events. 

• Here is an example of a connections activity detail with the option to sign themselves up as well as their loved one.