...
HomeTrak Identity provides each user with a single account that is used for accessing all HomeTrak applications including HomeTrak Companion, HomeTrak Mobile for iOS and Android, and HomeTrak Online. This replaces the legacy access-key based system that used a combination of 16-20 character key alongside a username and password.
Migrating a Single Caregiver or Office Staff to HomeTrak Identity
Identity the user you wish to migrate.
Under Account on the selected profile select Manage User Account (Identity)
...
4. Click Create and Email Identity Account. This will email the selected person a Welcome to Identity email that will contain instructions for setting their password and their security questions. Answering security questions are required for resetting a password in HomeTrak Identity.
...
...
Migrating Multiple Caregivers to HomeTrak Identity
This method allows you to bulk migrate multiple Caregivers to HomeTrak Identity.
Navigate to Agency Office Module → With Support’s Advice → Bulk Add Cloud Security Accounts
Ensure that each of the selected Caregivers have a valid email address and that email address is also their Security Username. For any Caregivers missing an email address, navigate to their profile and add a new General Email Address.
Once all Caregivers have valid email addresses, click Create Accounts to invite and email each of the selected Caregivers.