Home Getting Started 8. Inviting a guest

8. Inviting a guest

Last updated on Apr 28, 2026

A Guest is someone outside your team who needs access to one or two specific profiles, not your whole organization. Common examples:

  • A parent or guardian.

  • A grandparent who helps with care.

  • A doctor, psychiatrist, or therapist.

  • A school teacher coordinating with a home program.

  • A reviewer or auditor.

The key difference from Staff: guests see only the profiles you explicitly choose. Staff get access through groups; guests get access profile-by-profile.

Where to start

  1. Sign in at app.behca.com (US) or au.behca.com (Australia).

  2. Open Manage Team from the main menu.

  3. Click the Guests tab.

  4. Click Add New Guest.

What to fill in

  • First name and Last name.

  • Email address — what BEHCA sends the invite to, and what they'll log in with.

  • Profiles — pick the specific profiles they should be able to see. They won't see anyone else.

  • Permissions — by default, guests have view-only access. You can grant:

    • Track Data — they can add daily entries.

    • Track IRs — they can create Incident Reports.

    • Review IRs — they can approve submitted reports.

    • Track MAR — they can administer medications.

Most guests get view-only access. Grant tracking permissions only if you want them to actively log data.

Send the invitation

Click Send Invite. The guest receives an email with a 7-day link. When they accept, they set their own password and can immediately sign in to see the profiles you chose.

Editing what a guest can see

You can change a guest's profile access at any time:

  1. Open the Guests tab.

  2. Click the guest's name.

  3. Add or remove profiles from their list.

  4. Click Save.

The change takes effect immediately. Next time they sign in, they'll see exactly the profiles you chose.

Revoking a guest's access

Two options:

  • Remove from a profile — if they're a guest on multiple profiles and you only want to remove one, edit them and uncheck that profile.

  • Archive the guest entirely — from their edit page, click Archive. They'll lose access to everything in your organization. You can restore them later from the Archives tab.

Guests vs. Staff — when to use which

Use Guests when… Use Staff when…
The person is outside your organization The person is part of your team
They need just one or two specific profiles They need to access many profiles via groups
They don't need to manage anyone else You may want them to track, review, or even invite others
Common: parents, doctors, external reviewers Common: support workers, nurses, supervisors

Family Plan note

On the Family Plan, Guests are the only people you can invite. There's no Staff or Manager role on Family Plans, because the model is built for a small circle of care rather than a team.

Common questions

  • Can a guest invite another guest? — No. Only Managers and Billing users can invite.

  • The guest is already a BEHCA user — what happens? — They're added instantly using their existing account. They won't have to set a new password.

  • Can a guest see my whole team list? — No. Guests don't see your team or other profiles, just the profiles you shared and what's logged on them.

  • Will the guest receive notifications when something is logged? — Notifications follow standard BEHCA settings. You can adjust what they get notified about from their profile page.