People

Learn the roles on your CareNote team, how to move a paid login to email-only access, and what each of the six Team Access switches lets Team Members see, create, edit, close and reassign.

People are the heart of CareNote. Learn how to find and add people, keep their details current, organize families into households, read a person's record at a glance, and decide who on your team can see and edit each profile.

Nothing is wrong. Care helpers at your church don't have a CareNote login or password. Assignments arrive by email, and one bookmarkable page, My Care Assignments, lets you accept, decline, and file your care report. Here is what to do if you lose a link.