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Resident Management

This article covers resident profiles — adding residents, organizing your resident list, and profile features like consent tracking and login details.

YOUR RESIDENT LIST

Find active, archived and onboarding residents under the Residents tab.

SORTING YOUR RESIDENT LIST
You can sort the list of residents by using the drop-down list provided for this purpose and clicking on the Search button. If you want to set one of the default sort values, you can change it directly in the Org Settings page:

ADDING A RESIDENT

  1. Click Add resident in the top right.

  2. Add them individually, or import several at once via CSV.

  3. For a single resident, enter their details and click Add Resident.

If your home uses departments, set them up in Org Settings first — you can then assign a resident to one, making them easier to find when adding a post or logging activity participation.

A resident’s recorded interests feed the AI Activity Companion module, so it can suggest activities suited to their preferences and abilities.

RESIDENT PROFILE PAGE

A resident’s profile shows:

  • Recent posts they’ve been tagged in, including automated activity participation updates.

  • Activity participation — every activity they’ve taken part in, with staff comments. Useful when a family asks what their loved one’s been up to, or during an audit.

  • Relatives — active and pending family members linked to the resident (to invite family members, see this article).

EDITING A RESIDENT PROFILE

Click Edit on a resident’s profile to:

  • Update their details (date of birth, interests, and more).

  • Archive the resident when they pass away or leave — their content stays available in case a family asks for it later, which happens regularly. Archived residents can be reactivated anytime.

  • Record resident consent — a visual flag your team can use to track whether a resident has agreed to have their photo shared online.

  • Share their Family Code so family members can sign up.

  • Generate resident login details, so the resident can log in themselves.

CREATING A RESIDENT LOGIN

  1. Go to the resident’s profile and click Edit.

  2. Click Generate Resident Login Details.

  3. Without an email address, Altra creates a username and password for them — they can change the password later from My Profile.

  4. With an email address, add it and they’ll set their own password from the invitation email.

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