Getting started

Everyone sees what they should

When you invite someone, you pick their access level — Primary Caregiver, Caregiver, Contributor, Medical Professional, or Contact Only.

Three Elderella screens showing the Care Team invite flow: filling in contact details, confirming the invite, then choosing the access level Elderella's Edit Team Member screen showing the five access level options: Primary Caregiver, Caregiver, Contributor, Medical Professional, and Contact Only

Access levels at a glance

Primary Caregiver

Usually the person managing day-to-day care. There can be more than one Primary Caregiver.

Full Access

What they can do

  • See and edit all care information
  • Invite and manage care team members
  • Remove team members when needed
  • Change profile settings and manage subscription
  • Create elder briefings
  • Chat with Ella
Full access. Nothing is restricted.

Caregiver

Close family members, siblings, or friends who are actively involved in care.

Shared Access

What they can do

  • See and edit all shared notes, tasks, events
  • Create notes, tasks, events
  • See medications
  • See the full care team

What’s restricted

  • Documents
  • Billing and subscription settings
  • Creating elder briefings
  • Chat with Ella

Contributor

Neighbours, community members, or friends who pitch in on specific things.

Limited Access

What they can do

  • Create new notes, tasks, events
  • See and edit only what they created or what’s been assigned to them

What’s restricted

  • Other people’s notes, tasks, events
  • Medications
  • Documents
  • Billing and subscription settings
  • Creating elder briefings
  • Other care team members
  • Chat with Ella

Medical Professional

Read-only access. Your elder’s doctor, specialist, pharmacist, or other healthcare provider.

Read-Only Access

What they can do

  • See all medications
  • See all events
  • See the full care team
  • Chat with Ella

What’s restricted

  • Notes and tasks
  • Documents
  • Billing and subscription settings

Contact Only

Someone you want on file who doesn’t need access to Elderella. A distant relative, a past provider, or anyone your elder may need to reach.

No Access
No Elderella access. Contact details are stored for reference only.

Changing or revoking access

Access levels aren’t permanent. You can adjust or remove someone’s access at any time.

Change someone’s access level

  1. Go to your elder’s profile
  2. Tap “More” → “Care Team”
  3. Tap the three dots next to their name
  4. Select “Edit”
  5. Update their access level and save
They don’t need to do anything. The change takes effect right away.

Remove someone from
your care team

  1. Go to your elder’s profile
  2. Tap “More” → “Care Team”
  3. Tap the three dots next to their name
  4. Select “Remove from Team”
They lose access immediately. Nothing they added is deleted.

Common scenarios

Every family is different. Select what feels right for you, and know there’s no wrong choice.

Inviting a sibling

They’re probably calling you for updates already. Give them Primary Caregiver access so they can step in whenever you need them to.

Inviting a paid aide or home care worker

They need information to do their job well. Caregiver access gives them tasks, notes, medications, and upcoming events.

Inviting your elder themselves

If your elder is comfortable with technology, Caregiver access lets them stay in the loop or contribute to their own care record. They get visibility without the administration.

Inviting a neighbour or community member

Maybe they do the weekly shop or check in after appointments. Contributor access means they can see tasks, notes, and events assigned to them without seeing anything else.

Inviting a doctor or pharmacist

Your elder’s healthcare provider needs the medication list and appointment history, not your personal notes or task list. Medical Professional access gives them exactly what they need, and nothing they don’t.

Adding a contact only

The gardener, the house cleaner, the massage therapist. They don’t need Elderella access — but you need their number when something comes up. Contact Only keeps their info on file for anyone on the care team to find.

Questions?

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Trust & security

Caring for an elder involves some of the most personal details in a family’s life. See how Elderella keeps your data private, secure, and within your control.

Trust & Security

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