How To Set Permissions

Setting Permissions:

At this time, the three permissions you can assign to a user are daily living, medical, and financial. These permission are specifically for notes and lists. Only the circle owner can assign and edit permissions.

When you are inviting a member to your trusted circle:

  1. You will first enter their name and email.
  2. Then, you will be able to choose to check daily living, medical, financial. You are able to assign none and all to an individual circle member.

What Do The Permissions Mean?

Daily Living

This allows members to see updates about things like general caregiving, family events, meal planning, and more.


This allows members to see updates about doctor’s visits, medications, and key medical documents.


This allows members to see legal financial documents, bank statements, or fraud alerts.

See it in action

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