These are instructions for adding new users to CarePORTAL. Specifically this details how to set up a head office user who might have access to all homes.


  1.  Log into Portal
  2. Change the current site to Head Office (at the top left)
  3. Go to Roster ->Staff
  4. Click on the 3 dots on the top right and choose New Staff Member
  5. All users MUST have an email address - this will be their username
  6. As we do not store Head Office Staff Details we use the following for the fields:
    1. DOB - 01/01/1970
    2. NI - AA 00 00 00 A - if it does not allow it , increase by 1 (e.g. AA 00 00 00 B) etc
    3. Title can be correct or you can choose "Mx"
    4. Naturally you MUST correctly fill in their First and Last names.
    5. For Address simply use Head Office address.
    6. Bank Account Number and Sort - 12345678 12-34-56
    7. Payment Method - BACS
    8. Start On - must be correctly filled with the new users' start date
    9. Role - you MUST select the correct role for the user - this currently defines the users permissions (noted as of 09/04/2025)
  7. Once the new staff member has been created - As a head office staff member they may need access to all sites : 
    1. Click on the 3 dots next to the new user
    2. Click on Contract (Note : NOT "Edit Contract")
    3. Click on the 3 dots in the card representing the Users current role
    4. Click on Edit
    5. Tick the the Box labelled "Assigned all"
    6. Close the window. 
    7. The user should now have access to all sites.