My Circle care recipient Onboarding Guide

Caregiver requirements

A user must have specific user permissions to be a caregiver. For information about managing login permissions, see Manage login permissions for secondary logins.

• Logins with Owner, Master, or Full Control permission are caregivers by default
• Logins with Custom permission require the My Circle Monitoring feature permission
   
  Note: The My Circle Monitoring feature permission only grants access to the My Circle card. Additional custom permissions can be granted by a Master Login user if desired.
   
• Logins with Read-Only or Limited Device Access are not eligible to be caregivers

To complete the care recipient onboarding process:

1. Find the Welcome to My Circle email sent by the caregiver.
    
   Note: This will be sent from an Alarm.com email address or an email address associated with the service provider.
    
2. Tap Get Started.
3. In Review Login Name, edit your login name as desired, then tap Save.
4. In Password Setup, create and confirm your password according to the Minimum Requirements on the page, then tap Save.
5. In Security Question, select a security question, enter the answer, then tap Save.
6. In Set up Two-Factor Authentication, tap Set Up Now.
7. In Set up Two-Factor Authentication follow the steps to enable at least one method (i.e., Authenticator App, Email, or Text Message), then tap Done.
   • For more information about Two Factor Authentication, see Enable Two Factor Authentication.
8. Accept the Terms of Service.
   1. In Alarm.com Subscription Agreement, read by scrolling to the bottom, then tap I Agree.
   2. In My Circle Terms of Use and Consent, read by scrolling to the bottom, then tap I Agree.
9. In Welcome to My Circle, tap Start Sharing or I’ll Finish Setting Up Later.
    
   Note: Incomplete setup will resume after logging out and logging back into the app.
    
10. In Stay Connected, tap Turn On to enable notifications or tap Skip.
11. In Activity Sharing, enable activity sharing or tap Skip.
    • To enable activity sharing, tap Turn On
    • In Allow Alarm.com to access your physical activity, tap Allow.
       
      Note: It is necessary to enable activity sharing in order for a caregiver to track your physical activity while you are carrying your mobile device.
       
12. In Location Sharing, enable location sharing or tap Skip.
    • To enable location sharing:
      1. In Location Sharing, tap Turn On.
      2. In Turn On Location sharing tap Next
      3. In Select precise location, tap OK
      4. In Allow Alarm.com to access this device's location, tap While using the app.
      5. In Location Access Required, tap Go to Settings.
      6. In Location permission, select Allow all the time, then tap the back button.
13. Tap Continue to Dashboard.
14. In Stay Logged In enter your password, then tap Keep Me Logged In.
     
    Note: This screen will not appear if you have already selected Keep Me Logged In previously.
     
15. Turn off Battery Optimization:
     
    Note: Turning off Battery Optimization only applies to Android devices.
     
    1. On the Android device, tap Settings.
    2. Tap Apps or Applications.
    3. Enter Alarm.com in the search field.
    4. Tap Alarm.com.
    5. Tap Battery or App battery usage.
    6. Tap within the Allow background usage box
    7. Toggle on Allow background usage,  and select Unrestricted