Invite family and power of attorney

Platform: ResiOnboarding · For: Sales, Executive Director, Department leads

Family members see the resident's portal: move-in checklist, documents, messages, surveys and check-ins. Only someone marked as power of attorney can sign documents.

1. Open the resident and select the Profile tab.
2. Find Family Access.
3. Select Invite Family. If a power of attorney with an email is already on the profile, select Invite the POA to fill in their details.
4. Enter Name, Email and Relationship.
5. If this person is the power of attorney, tick the box that says they can sign documents.
6. Select Send Invite.

The link works for 7 days.

Manage access

• Invite pending or Invite expired: select Resend.
• Has access: the person has joined.
• POA (can sign): turn this on or off for a person.
• Remove: select it, then Remove Access. Anything they already shared stays, and you can invite them again later.

Good to know

• Check your legal paperwork before you mark someone as power of attorney. Marking someone in the app does not create that authority.
• People with the Read Only role cannot manage family access.

If something goes wrong

"This email address has unsubscribed from our emails" means the invite was not sent. Ask the person for another address, or contact support.