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

Community Portal Admins are Community Portal users that have the ability to invite others to join the resident's Community Portal, as well as revoke other users' access if necessary. We recommend adding at least one Community 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 Community Portal.

To add a Community Portal Admin:

Navigate to the resident's Care Circle tab
Click Add Care Circle Member
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 Commjunity Portal.
Scroll down to the 'Community Portal Settings' section of the form and select 'Yes' for both questions shown below.

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

5. Click Create and Confirm your action

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

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

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