There are 4 different CircleOf account types. Each account type has access to different permissions.
Team Creator is the main account holder with access to ALL permissions.
The Person Being Cared For has access to all administrative features except for removing a team and removing a team member.
Inner Circle members have limited access to administrative features like creating events and inviting team members.
Friends & Family members have access to view administrative features but are able to create events, chat, and send sentiments.
Below is a detailed look into the different roles and permissions.
|Person Being Cared For (PBCF)||
Inner Circle (IC)
|Friends & Family (F&F)|
|Create Task/ Appt.||✔||✔||✔||✔|
|Edit Task Details||✔||✔||✔|
|Send Thank You||✔||✔||✔||✔|
|Edit Team Photo||✔||✔|
|Edit Team Location||✔||✔|
|Edit Team Greeting||✔||✔|
|View Team Profile||✔||✔||✔||✔|
|Remove Team Member||✔|
|Change Team Member Role||✔**||✔|
|Accept/Reject Request to Join Team||✔|
|Invite Others to Team||✔||✔||✔|
|Send Message to IC||✔||✔||✔||✔|
|Send Message to F&F||✔||✔||✔||✔|
|Send Message to PBCF||✔||✔||✔||✔|
|Send Direct Message to any Team Member||✔||✔||✔||✔|
|Send Event Message||✔||✔||✔*||✔*|
*Depending on visibility settings for the event
**If the Team Creator changes their own role, their previous role as Team Creator will need to be reassigned to a Person Being Cared For or to an Inner Circle team member.
Now that you have an understanding of the different CircleOf account types next up, learn more about how to send out your care team invitations.