Family Portal

How to Add a 'Family Portal Admin' for a Resident

Family Portal Admins can invite other family members to join them on the Family Portal, as well as revoke access to the Family Portal as needed.

Family Portal Admins are Family Portal users that have the ability to invite others to join the resident's Family Portal, as well as revoke other users' access if necessary.  We recommend adding at least one Family Portal Admin for a resident, so that your community is not responsible for managing access for all family members.

Note that only Welbi users with the 'Team Member - Enhanced' or 'Welbi Admin' user roles can grant access to the Family Portal.

To add a Family Portal Admin:

  1. Navigate to the resident's Care Circle tab
  2. Click Add Care Circle Member
  3. Enter the individual's information as prompted. Note that the email address you enter in this step is the email address the individual will use to log into the Family Portal.

  4. Scroll down to the 'Family Portal Settings' section of the form and select 'Yes' for both questions shown below.
    Screenshot 2024-05-27 at 8.39.56 PM

If you wanted to invite a family member without making them a Family Portal Admin, you could answer 'No' to the first question and 'Yes' to just the second question (i.e., "Grant Family Portal access?")

   5.    Click Create and Confirm your action
Screenshot 2024-05-27 at 8.43.19 PM


Once you confirm, an email will be sent to the individual walking them through how to set their password and log in.