Give a participant, their nominee or a family member their own sign-in to see shifts, updates and documents in the CompanionAxis app. You choose what they see, with consent recorded.
Before you begin
- The family portal add-on switched on for your organisation.
- A role that can invite portal users (
portal.users.invite), such as a coordinator. - Consent from the participant (or their nominee or guardian) to share the chosen parts of the record, and the person’s email address.
Send the invitation
The family portal is a paid add-on and is still marked as a preview in CompanionAxis. The steps below are what the product does today; check with your account manager that it is switched on for you.
- Open the participant’s record and go to the Network tab.
- On the Family portal card, select Invite to portal.
- In Who, choose the participant themselves (shown with “(participant)”), one of their contacts, or Someone else. Name and email fill in from the contact.
- Check the Name and Email.
- Under What they can see, tick the areas: Rosters, Shared notes, Goals, Budgets, Invoices and Service agreements.
- Choose who gave consent in Consent given by (Participant, Nominee or Guardian) and tick Consent was given to share these parts of the record with this person.
- Select Send invitation. A message confirms who was invited and what they will see.
Participant record, Network tab, with the Invite to portal panel open: a contact chosen, Rosters and Shared notes ticked, consent box ticked
What the invited person does
- They receive an email with a sign-in link. The link works once and for a short time.
- They install the CompanionAxis app and tap the link again. On a computer, the link page offers Open the app and the app store links.
- The app opens on Home for the participant. Someone invited for more than one person chooses Who would you like to see? first.
Family app Home tab showing the next booking, latest update and budget
See and remove portal users
- On the Family portal card of the Network tab, check each person, their relationship, areas and when they were last active.
- Select Remove to end someone’s access, and confirm. They no longer see anything.
- You can also see everyone with access from People → Participant and family portal under Portal users.
Tips
- Invite the participant first where they can use it. They can then invite family themselves from Sharing and invitations in the app menu.
- Start with Rosters and Shared notes for family members; add money and documents only for the person who manages them.
- Choosing what each person sees is covered in Choosing what each portal user can see.
If something goes wrong
“Already invited”
The person already has portal access for this participant. Find them on the Family portal card instead of inviting again.
“Already a member”
The email belongs to a staff or care network member. Use a personal email for their family access.
“Choose at least one area to share.”
Tick at least one area under What they can see.
The link says it has expired
Remove the pending person and invite them again to send a fresh link.