As an admin, you are enabled to install a family relation between a contact and a resident.
It's the residents who give you permission to register the consent given by him/her in order to share data on engagement and service requests with its family.
As an admin, you can create a new user, and while creating the user:
- send out an invitation mail to onboard this user
- define one or more contacts by selecting an existing user(s) and specifying the relation (father, child…)
- enable follow up for the contact if the relation is made between a resident and family user
As a community, you can specify a welcome text to onboard your family users.
Option 1: create a family user and install relation to resident
Go to User-->Residents and click on [Add user]. A user contact form opens where you can enter all relevant user information. In the lower part of this form you can enter the relation to one of your residents and register the consent by clicking in [+Add contact]. You can also enter a personal note to detail this relation.
Now this user is created as a family relation to one of the residents. Immediately you can send an invitation to this user to join Cubigo.
From the first visit this family user will receive the family widget on his home screen.
Option 2: install a family relation on existing user
Go to the user's profile --> Connections tab.
Click on [Add connection].
The contact form will be opened:
You can add an existing contact or create a new one.
Once this relation is installed by admin/staff, the family user and resident can delete a contact (each other), change the relation type, and activate/deactivate the follow-up right in the contact section of their profile. They can't install the relation by themselves. They can only create 'userless' contacts.
To remove or modify connection simply click on the pencil icon: