Alerts
Location: General Settings → Alerts
This setting controls whether Alerts (Information Only/No Account Access) is available when assigning an access level to a Care Circle member.
ON: The Alerts access level is available. It allows you to add a member’s contact information without granting access to the user’s VIF account.
OFF: The Alerts access level is unavailable when setting up Care Circle members.
Example: Use this access level to store contact details for a doctor, coach, caregiver, or other individual who should not have access to the account itself.
Recommended default setting: ON, if your organization wants users to add informational-only contacts to their Care Circle.
Chat Only
This setting controls whether Chat Only is available when assigning an access level to a Care Circle member.
ON: The Chat Only access level is available. Members assigned this level can chat with other Care Circle members without accessing the VIF account itself.
OFF: The Chat Only access level is unavailable.
Recommended default setting: Enable only if Chat is enabled in General Settings and your organization wants to offer chat-only access.
Important: If General Settings → Chat is OFF, disable Chat Only here as well. Enabling this access level does not override the General Settings option or provide access to chat.
Chat and Read
This setting controls whether Read Only and Read and Edit are available when assigning an access level to a Care Circle member.
ON: Both access levels are available. Read Only allows members to view account information. Read and Edit allows members to view and update account information.
OFF: These access levels are unavailable. DO NOT set unless instructed by VIF Staff.
Recommended default setting: ON. This setting should almost always be enabled because it provides the primary options for viewing and updating accounts.
Important: Depending on your organization’s requirements, this may be the only Care Circle access-level parameter enabled.
Chat Read and Upload
This setting controls whether Chat, Read and Upload is available when assigning an access level to a Care Circle member.
ON: The access level is available. Members assigned this level can chat with other Care Circle members, view account information, and upload documents without receiving full editing privileges.
OFF: This access level is unavailable.
Recommended default setting: Enable if your organization wants members to view account information and upload documents without granting full editing access.
Important: Chat is available only when General Settings → Chat is ON.
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