NaviaCAIR
Getting started · Guide 6 of 6

Share access & invite caregivers

Bring in the people who help — with exactly the level of access each one should have, and the power to change it any time.

Where: Sharing You'll need: the person's email address Time: about three minutes

Sharing is ongoing; an export is a snapshot

Sharing gives someone ongoing access inside NaviaCAIR — unlike an exported report, your care team sees updates as they happen, and can help carry the load.

1

Open Sharing

The sharing screen lists everyone who currently has access to this record, and is where every change starts.

Your care team

2 people have access to this record

2

Invite someone new by email

If they don't have a NaviaCAIR account yet, an email invitation gets them one — already connected to your record when they arrive, so there's nothing to set up on their side.

Invite to your care team

Email
daughter@example.com
Caregiver
Send invitation
3

Or grant access to an existing member

Already on NaviaCAIR? Grant them a role directly. Each role carries a different level of access — from full caregiver collaboration down to view-only.

Choose a role

Caregiver Full collaboration — records, chat, follow-ups
Guardian Caregiver + manage who else has access
Advocate Summaries & plans — no raw documents
Viewer Read-only summaries
4

Know what each person can see

The care team list shows every person, their role, and their reach. Sensitive raw documents stay hidden from limited roles automatically — you don't have to police it document by document.

Your care team

Dana (daughter) Caregiver Full record
Sam (neighbor) Viewer Summaries only
5

Change your mind any time

Access is yours to give and take. Remove cuts someone off at once — the record disappears from their app and every part of it is refused; anything still on their screen clears the next time it loads.

Manage access

Sam (neighbor) Viewer Revoke access
On paid plans you can share with as many people as you like. Caregiver accounts have a plan-level cap on how many patients they manage — upgrading raises it.

Access is yours to give and take

  • Give the smallest role that does the job. An advocate or viewer can help without ever opening a raw document.
  • Revoking takes effect at once. The record drops out of their app and every part of it is refused from that moment; a page they already had open clears as soon as it next loads anything. Sharing and caregiver privacy walks through exactly what they experience.
  • Access is per care record — granting it for one person's record says nothing about any other record you manage. Within a record, it covers the whole record, not one care event.

That's the full tour

You've been through all six: records in, analysis out, questions answered, a plan to act on, a report to hand over, and a team to share it with. Want the detail behind this one — what each level really exposes, which conversations stay private, and what a removed caregiver actually experiences? Sharing and caregiver privacy is the deep dive. Start again at the User Guide any time — or get in touch if something doesn't work the way this says it should.