Overview
This guide provides step-by-step instructions for switching roles between accounts, making a parent the caretaker for a minor.
Steps to Switch Roles
Remove the Parent as a Dependent
Go to the caretaker's chart and remove the parent listed as a dependent.
Remove the Email (If Necessary)
Edit the parent’s demographics in their account.
Click the Remove Email button to unlink their email from the dependent account.
Set Up the Parent as the Caretaker
Select the parent who will take on the caretaker role.
Ensure they create an account with login credentials.
Add the Minor as a Dependent
Once the parent’s account is set up, add the minor under their account as a dependent.
Additional Resources
Contact support for any further assistance.