How does a User create a Care Profile? (Without an existing account) (Community Edition)
How does a User create a Care Profile? (Without an existing account) (Community Edition)
There are two ways Profile Owners (i.e., parents, adult club members, adult participants, employees, etc.) can create a Care Profile:
- Creating a profile by using the email invitation sent by the Organisation
- Creating a profile directly on the Operoo website
CREATING A PROFILE BY USING THE EMAIL INVITATION SENT BY THE ORGANISATION
1. When an Organisation requested you to create a profile, an invitation email will be sent to you.
2. Click on Create Operoo Profile and fill out the form.
Note: The default form is for Asia Pacific users. If you're in Europe or USA, please click the Europe flag or USA flag found on the upper right part of the page.
3. Put a check mark before By clicking sign up you agree to the Terms of service and Privacy policy and then click on the Sign Up button. Please also review the Terms of Service and Privacy Information.
NOTE: A verification email will be sent to your email address. Please click on the link sent in the email and log in to Operoo.
4. Once done, you will be directed to the Operoo Central. On the Requests section, you'll see a Profile Request from the Organisation. Click on the Create Profile button, follow the prompts and completely fill out the form.
NOTE: A profile will not be shared with the Organisation until it's complete. An Update Required message will be shown at the bottom of a profile that will indicate an incomplete form. You will also see a notification in the "Request" section. If you need help in completing a profile, you can refer to this article.
5. After you've completed the profile, you will be directed to the Consent page along with the contact information of the requesting Organisation. Click on the Agree button to consent and share the profile with them.
To check if you've successfully shared the profile, please click on the profile.
Go to the Sharing section and look for the Organisation's name.
6. You can also share a profile with a second parent, carers, or family members. For more information, please check this article.
CREATING A PROFILE DIRECTLY ON THE Operoo WEBSITE
1. Go to this link - https://groups.operoo.com/users/sign_up
Note: The default form is for Asia Pacific users. If you're in Europe or USA, please click on the Europe flag or USA flag found on the upper right part of the page.
3. Put a check mark before By clicking sign up you agree to the Terms of service and Privacy policy and then click on the Sign Up button. Please also review the Terms of Service and Privacy Information.
4. A confirmation email will be sent to you. Please click on Validate my email address to activate your account. If you're unable to click the said button, please click the link (or copy and paste it into your web browser) provided on the email.
5. Once your account is activated, you will be directed to the login page.
6. Click on Add New Care Profile, follow the prompts, and fill out the form completely. For this example, we will create a profile for Tracy Anderson.
If an Organisation adds a profile on their system, you will see a notification similar to the one below in your Operoo account asking you to create a profile. Clicking on the Create Profile button will take you to the profile creation page. In this process, a profile will automatically be shared with an Organisation once completed. Otherwise, you'll need to share it. Here's an article that will guide you in sharing a profile with an Organisation.
7. After you've completed the profile, you will be directed to the Consent page along with the contact information of the requesting Organisation. Click on the Agree button to consent and share the profile with them.
NOTE: A profile will not be shared with the organisation until it's complete. An Update Required message will be shown at the bottom of a profile that will indicate an incomplete form. There will also be a notification in the "Requests" section that will show the need to complete the profile. If you need help in completing a profile, you can refer to this article.
Once the profile is completed and the Organisation adds a profile at their end with the same, you will see a notification similar to the one below in your Operoo account asking you to share a profile with them. Simply click the drop-down menu to share the correct profile with the Organisation and then click the Create or Share Profile button.
8. You can also share a profile with a second parent, carers, or family members. For more information, please check this article.
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