Assigning a single login credential for multiple participants

For PARENTS with multiple children managed by the Plan Manager, a single login credential can be established to provide access to each child's plan, budget, and invoices via the mobile application.
The example below illustrates how a parent can log in and navigate between multiple dependent participants to view their respective information.

Open

To establish a single login credential, firstly establish the PARENT as a provider record and then link the PARENT to the dependent participant record.