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Residents & staff

How to add and manage residents and care staff from the manager dashboard.

Residents

  • Add a resident with their name, room number and date of birth.
  • Deactivate a resident when they leave the facility — their notes remain in the audit record.
  • Active residents automatically appear on the staff dashboard for every shift.

Staff

  • Invite new staff by entering their name, email and Staff ID. They receive an email to set their PIN.
  • Staff may be carers, registered nurses (RN) or managers. The role determines dashboard access.
  • Deactivate a staff member to revoke access while preserving their historic notes.