What is a Group Profile?

A Group Profile is a way to use Customer Profiles in CareApp so that Customers (clients) can connect with other friends on CareApp instead of family. It allows clients to share updates, engage, and interact with each other, within a safe and secure environment.

Unlike individual Customer Profiles, Group Profiles typically would not include family members for privacy reasons. Instead, they provide a space where clients can connect with peers at their site, with ongoing monitoring (and moderation if necessary) by staff.

How Group Profiles Work

1. First, a new Customer Profile is created with a group profile name, e.g. ‘Mountainview Friends Group’.
2. All Customers (clients) with CareApp accounts are added to the Group Profile, Mountainview Friends Group.
3. Clients can post, view, and interact with Mountainview Friends Group.
4. Families are typically NOT added to the Mountainview Friends Group, ensuring privacy for clients.
5. Staff are automatically connected and can participate in Mountainview Friends Group.
6. Site Coordinators can help ensure a positive space by managing content when needed.

Group Profile Access

Staff Accounts

• Can create & approve posts.
• Automatically have access to all profiles.
• [Site Coordinators or Provider Admins] can edit/remove posts if needed.

Customer (Client) Accounts

• Are added as ‘Family’ to a single Group Profile.
• Can view feed & create posts on this Group Profile.
• Will continue to have access to their own profile and feed.

How to Set Up a Group Profile

Step 1: Group Profile Creation

Note: CareApp may have already created a Group Profile for your site—please check before creating a new one.

To create a Group Profile yourself:

1. Go to the Customer tab.
2. Click "New Customer."
3. Create the profile using a group or site name.

Step 2: Adding Customers (Clients)

Clients must already have their own profile and customer login set up. If not, click here to see how to set this up.

To add Customers (clients) to the Group Profile:

1. Go to the Community page for the Group Profile.
2. Click "Add to Community."
3. Type the Customer (client) name and select them from the suggested members dropdown.
4. Select "Family Follower" access. This keeps the Customer in their existing role while granting them family-type access to the Group Profile.
5. Click "Add User" to instantly add them to the Group Profile.

Managing Access

You should make sure that the only users with access to the Group Profile are 1) Staff and 2) Customers (clients). To do this, visit the Community page to view who has access. Then ensure that families are not added to maintain privacy.

Supporting Client Engagement

Encourage clients to post updates, share messages, and engage with their peers through the Group Profile.

Monitor the group to ensure a positive and inclusive environment.

Need Help?

If you have any questions or need assistance, the CareApp team is here to help. Reach out to hello@careapp.com.au for guidance.