Before creating a CM Mobile user account, the carer must have an existing profile on your CallConfirmLive! database. Without a carer record on the database, you will be unable to assign the carer to the CM Mobile application.
Log in to the Access Portal.
Click User Manager.
Click Add a New User.
Enter the required user details.
Scroll to the Unassigned Applications section.
Locate CM Mobile and click Assign.
Select the appropriate role for the user and click Next.
In the Configure Views section, assign the relevant carer record.
Click Next.
Review the information and click Complete.
Click Save User to create the account.
The user can now access CM Mobile using their assigned credentials.
đ Note: If your organisation operates multiple agencies or views, a carer requires a separate CM Mobile account for each agency or view they need access to. Each account must be registered with a unique email address â the same email address cannot be used for multiple CM Mobile user accounts.
Troubleshooting
If you are unable to locate the required carer during the assignment process, check the following:
Verify that the carer exists in the CallConfirmLive! database.
Confirm that the carer record is active.
Ensure you have selected the correct agency or view.
If the issue persists, please contact Support for further assistance.
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