If you know the person’s email that you want to invite, you can invite them to register, or if they have a registered account associated with that email they will be invited to join:

  1. Click the ‘Invite’ icon
  2. Choose ‘Invite to register’
  3. Enter the email address
  4. Click on which Category the person is
  5. Add a ‘Role’ (optional) if the Person is Family, Professional or Other
  6. Click ‘Send Invitation’


NOTE: Now you have sent the invite you can now pre-define access for this person in the Pending Invites section