Edit and archive Client profiles

CareMap administrators can edit a Person's basic Client record and archive it when it should leave active care workflows. Organization Staff or Manager status alone does not grant these administrator controls.

Edit a Client

1. Open People > Clients, find the Person, and open their profile.
2. Select the pencil control labeled Edit with the Person's name.
3. Update Name, Detail, or Status. Name is required; a blank Status becomes Active.
4. Keep Next guide, choose another Guide, or select Not assigned to clear it.
5. Select Save client. Confirm the updated profile after the dialog closes.

Status is a text field. Use Archived for the archive state and Active to restore normal eligibility; custom text is not a replacement for archiving. Editing a linked Person's name also updates the linked account's name. Use Profile details for addresses, identification, insurance, and other structured facts.

You can save name, detail, or status changes without assigning a Guide. If the existing selection says Current guide (not in this list), leaving it unchanged preserves the assignment. Changing Next guide requires a valid Guide.

Next guide also affects where future care-document uploads are stored. It is separate from a scheduled assignment and does not grant Guide-folder permissions.

Archive and restore

1. Open the Client and select the archive control labeled with their name.
2. Check the Person named in Archive client? and read the retention message.
3. Choose Archive client, or Cancel to leave the record unchanged.
4. Wait for the profile's Status to show Archived.

Archiving preserves historical records and references. It does not delete the linked account, remove contact connections, or end organization assignments. New care-document uploads and new open tasks are blocked; existing care records remain subject to their own access and status rules.

To restore, search Clients with Filter by exact status set to Archived. Open the profile, choose Edit, change Status to Active, and Save client. This changes the Person's status; individually archived goals, tasks, and documents keep their own statuses.

If an action is unavailable

Ask a CareMap administrator if Edit or Archive is missing. A failed save or archive leaves an error in the dialog; correct the cause and retry. Refresh the profile after an interrupted request before submitting it again.

The current Clients directory has no New client control. To add an existing Person to an organization, use Organization Clients; see Organization invitations for invitation targets.