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Add a manager

Make a manager account with an email address, send the onboarding email, and the roles that you can give.

This article tells you how to make an account for a home manager, a group manager or an admin. Managers sign in to the web app.

The roles that you can give

  • Admin: you can give Carer, Home manager, Group manager and Admin.

  • Group manager: you can give Carer and Home manager.

  • Home manager: home managers do not have the Staff page.

The Role list of an admin with Carer, Home manager, Group manager and Admin

Add the manager

  1. In the sidebar, select Staff, then Add staff.

  2. Type the First name and the Last name.

  3. Type the manager's work email in Email (optional). A manager needs an email address for a password recovery link.

  4. Check the Username. With an email address, you can leave the username empty. Then BetterCare makes the username from the email address.

  5. Keep Send an onboarding email on.

  6. Select the Role.

  7. Select the Care home. A home manager needs one care home. For a group manager or an admin, you can select All care homes.

  8. Select Create account.

    The Add staff panel with the email marked 1, Send an onboarding email marked 2 and Role marked 3

The onboarding email

When Send an onboarding email is on, BetterCare emails the care group code, the username, a link to set a password, and the app link. The panel shows Onboarding email sent to ….

The new account panel with the Onboarding email sent line marked 1

  • The link works one time. It stops after 14 days.

  • If the email did not send, select Try again.

  • To send it again later, open the manager on the Staff page and select Send onboarding email. Check the address in the dialog, then select Send email. An earlier link then stops.

Without the onboarding email

The panel shows the Care group code, the Username and a Password. To see the password, select the eye button. Give the details to the manager through an approved channel. The password is not visible after you close the panel. A manager password must have 8 or more characters, capital and small letters, and a number.

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