Once a family is registered in the system, you can invite the primary carer to create their own account. This gives them access to the provider portal where they can view their profile and submit expense claims.
Who can do this: Homestay Coordinators and Institutional Admins.
Before you start: The family needs to have a profile in the system first. If they don't have one yet, add them first, or wait until their application has been approved.
Steps
1. Go to Accommodation Providers
Select Accommodation Providers from the left-hand menu.
2. Open the family's profile
Find the family in the list and click their name.
3. Send the invitation
Click the Invite Provider button near the top of the profile page. An email will be sent to the primary carer with a link to set up their account.
4. Check the invitation was sent
After sending, the button changes to Resend Invite. This confirms the invitation is on its way. If the carer can't find the email, just click Resend Invite to send it again.
5. The family sets up their account
The carer clicks the link in their email and follows the prompts to create their account. Once they've logged in for the first time, the Resend Invite button disappears — that means they're all set.
Things to know
The invitation goes to the email address on the profile. Double-check it's correct before sending.
You can resend the invitation as many times as needed — it's safe to do so.
Giving a family portal access doesn't change their compliance status or affect whether they can receive placements.