Accounts and people

An account holds a CareMap identity and its account-level access. Some managed accounts have no sign-in credentials. A Person is a care profile that may be linked to an account or may represent someone who does not sign in. Creating a contact connection, assigning a Client, and granting Staff membership are different actions.

Item	What it represents	Where to open it
Account	Identity, personal settings, and access; sign-in accounts also have authentication methods and sessions	Your account identity in the sidebar or More
Contact	An accepted connection between two accounts	People > Contacts
Person / Client	Care information, relationships, assignments, and care records; an account link is optional	People > Clients, or an authorized profile link
Organization Staff membership	An account's role in an organization	The organization's Staff roster
Organization Client assignment	A Person assigned to an organization	The organization's Clients roster

A contact's profile can show Open care profile for the related Person. That link does not grant additional access; it may be unavailable to an ordinary contact even when shared profile details or documents can be opened elsewhere. See Profiles and contacts.

Why the account link matters

An unlinked Person can have care records and organization assignments without a sign-in account. An account link does not by itself mean the Person has an email, password, or another way to sign in. Account features such as Shelf Mode and Magic keys require an account link. An organization's personal Client License also needs an eligible linked account.

Assigning an existing Person as a Client does not create an account or change that Person's account link. Organization invitations offer distinct account and Person targets; choose the correct one before sending. See Organization invitations and Organization role Licenses.

Visibility is not ownership

The Clients directory can include self, care-team, Guardian, and organization access paths. A contact relationship or permission to read a document does not automatically grant access to the full Client directory or care profile. Likewise, a care-team role does not by itself grant Library folder access.

Each protected feature checks its own permissions. Documents, summaries, Notes, Reports, and care records may therefore have different available actions. A profile's organization affiliations and care-role designations describe relationships; displaying them does not grant access.

Archived Person profiles can remain searchable. Archiving a Person is different from removing a contact, ending an organization assignment, or deleting a sign-in account. Do not use one of those actions as a substitute for another.

If a name appears in the wrong place, confirm the account, Person profile, and relationship you selected before making changes. In Reports, About identifies the subject and Recorded by identifies who completed the work; see Subjects and provenance.