There are 5 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, make video calls and send sentiments.
Below is a detailed look into the different roles and permissions.
|
Team Creator |
Person Being Cared For (PBCF) |
Inner Circle (IC) |
Friends & Family (F&F) | |
| Task Management | ||||
| Create Event | ✔ | ✔ | ✔ | ✔ |
| Edit Event Details | ✔ | ✔ | ✔ | |
| Reassign Task | ✔ | ✔ | ✔ | ✔ |
| Delete Event | ✔ | ✔ | ✔ | |
| View Event | ✔ | ✔ | ✔ | ✔ |
| Send Sentiment | ✔ | ✔ | ✔ | ✔ |
| Team Management | ||||
| Create Team | ✔ | ✔ | ✔ | ✔ |
| Edit Team Photo | ✔ | ✔ | ||
| Edit Team Location | ✔ | ✔ | ||
| Edit Team Greeting | ✔ | ✔ | ||
| Remove Team | ✔ | |||
| View Team Profile | ✔ | ✔ | ✔ | ✔ |
| Remove Team Member | ✔ | |||
| Change Team Member Role | ✔** | ✔ | ||
| Invite Others to Team | ✔ | ✔ | ✔ | |
| Resend Invite | ✔ | ✔ | ✔ | |
| Leave Team | ✔ | ✔ | ✔ | ✔ |
| Chat | ||||
| Send Message to IC | ✔ | ✔ | ✔ | ✔ |
| Send Message to F&F | ✔ | ✔ | ✔ | ✔ |
| Send Message to PBCF | ✔ | ✔ | ✔ | ✔ |
| Send Direct Message to any Team Member | ✔ | ✔ | ✔ | ✔ |
| Send Event Message | ✔ | ✔ | ✔* | ✔* |
| Make a Video Call | ✔ | ✔ | ✔ | ✔ |
*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 learn more about how to send out your care team invitations.