- Welbi Knowledge Base
- Family Portal
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Training Videos
- Self-Guided Training - Start Here!
- Welbi Introduction
- Training Module 1: Program Planning
- Training Module 2: Program Attendance
- Training Module 3: Leveraging Program & Attendance Insights
- Training Module 4: Print Calendars & Posters
- Training Module 5: Residents
- Training Module 6: Personalizing your Resident's Experience
- Welbi Training Conclusion
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What's New in Welbi?
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Welbi Masterclass
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Overview How-tos
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Resident How-tos
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Program Library How-tos
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Planning Calendar How-tos
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Printing Calendar How-tos
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Attendance How-tos
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Insight How-tos
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Contact Tracing How-tos
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Family Portal
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Settings How-tos
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Integrations
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CX Internal Knowledge Base
Revoking a Family Member's Access to the Family Portal
Community staff can revoke a Family Portal user's access as necessary in the Care Circle tab.
Note that only Welbi users with the 'Team Member - Enhanced' or 'Welbi Admin' user roles can grant or revoke access to the Family Portal.
To revoke a Family Portal user's access:
- Navigate to the resident's Care Circle tab
- Click on the name of the Family Portal user whose access you are revoking
- Scroll down to the Family Portal Settings section of the page and change the 'Grant Family Portal Access?' question to "No"
5. Click Save and Proceed with your action
Once completed, an email will be sent to the individual notifying them that their Family Portal access has been revoked.