In order for a client, family member, or health professional to be able to access Family Portal 2.0, you will need to grant the user access to the portal from the client's profile in AlayaCare.
Please note that improvements have recently been made to facilitate managing user access to the Family Portal. Your AlayaCare representative will work with your organization to schedule a migration so you can take advantage of the new workflows. To learn more about the improvements, please see How do I manage user accounts for Family Portal?
Granting access to the Family Portal
To begin, go to Coordination>Portal Access on the client's profile and select Grant Access.
In the dialogue box, fill out the First Name, Last Name, Phone, and Email fields for the new user and select their level of Permissions based on their user roles.
The roles available to select for Permissions will depend on the client portal roles created by your agency in Settings>Roles and Permissions. To learn more, see How do I configure Family Portal 2.0 for my organization?
By default the Status will be Grant Access. Click Save.
The user will receive an email with their username (which will be their email) and temporary password allowing them to your agency's family portal for the client. The user will be prompted to change their password as soon as they log in.
If you need to resend the temporary password, select Resend Confirmation Code for that user in Coordination>Portal Access to send the email again.
Please note that a temporary password is valid for seven days after the user receives the email. If the user does not log in to the portal and set a new password within seven days, you may need to reset the password for the user by selecting Resend Confirmation Code.
Revoking access to the Family Portal
To revoke access to the family portal, select Edit for the user in Coordination>Portal Access on the client's profile.
In the dialogue box, change the Status to Revoke Access.
Click Save to save your changes. The user will no longer be able to access the family portal.
Upgrading existing portal users to Family Portal 2.0
If you have users with profiles that were created for Family Portal 1.0, you will need to update their profiles so that they can access the new version.
In Coordination>Portal Access on the client's profile, select Update to 2.0 for each user that you wish to migrate to the new portal. Clicking this button will send an email to the user's configured email address with a temporary password that they can use to set up their access to Family Portal 2.0.