Migrate Mobile App Users to HomeTrak Identity (iOS/Android)

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 alphanumeric key alongside a username and password.

Migrating a Single Caregiver or Office Staff to HomeTrak Identity

1. Identity the user you wish to migrate.

2. Under Account on the selected profile select Manage User Account (Identity)

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3. On the next screen validate that the User name and Email address are the same and contain a valid and functional email address for this person. This User name will become their new user name they will use for authenticating with 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.

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Migrating Multiple Caregivers to HomeTrak Identity

This method allows you to bulk migrate multiple Caregivers to HomeTrak Identity.

1. Navigate to Agency Office Module → With Support’s Advice → Bulk Add Cloud Security Accounts
   
   

    

    

2. 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.

3. Once all Caregivers have valid email addresses, click Create Accounts to invite and email each of the selected Caregivers.

Activating New Identity Account HomeTrak Version 6.4

Step 1

An email will now be sent to the specified email address. Open the email and click on the “Please click here to activate your account” link.

Step 2

You must now enter in and confirm your password and click “Change password”

Step 3

You will now be directed to the HTOnline portal login screen. It is important to log into the portal as you will be prompted to enter in security questions which will be required if you forget your password. Enter in your newly created password and click on “Log in” button.

Step 4

You must now enter in all the security questions and press save.  These security questions will be used if you every need to reset your password.

Close the web browser.

Step 5

You have now been updated with the new login identity. If you have not already done so, close down the HomeTrak program and log back in. You will now log into HomeTrak using the new identity. For the first time, the log in screen will have 3 blank fields. The “Customer” field is found in the email that was sent to you labeled “Company Code”. The user name is the email address, and your password is the password you have created (once you have logged in the customer and username fields will be saved the next time). Press the “Log In” button to log into HomeTrak.

Troubleshooting Steps after Conversion to Identity.

Companion

If you have been using the older non identity login method you will need to change the login screen to identity.
On the login screen click and drag on the bottom right corner (shows as dots) out till you see something like the screen below.
You will then see “Turn HT Identity On”. Click on that.

Now you should be on the HomeTrak Identity - Login screen and can login as shown on example screen above.

Mobile App

Note if a Caregiver has already using the mobile app before converting them to Identity them may experience some issues logging into the mobile app. This is usually due to the phone holding onto the previous login credentials.

There are 2 ways to resolve that.

Congratulations! You have successfully completed the new log in procedure for HomeTrak Version 6.