Profiles and contacts

Your account profile controls the identity CareMap shows for you. Contact profiles show the identity and relationship information available for another CareMap account. A contact connection does not automatically grant access to every Report or piece of care information.

Open your account profile

• On desktop, select your avatar, name, and email at the bottom of the sidebar.
• On mobile, open More, then select your account identity.

The Account screen opens on Profile, with your image and identity, Profile details, and AI summaries below them. Your email and verification status remain read-only. Documents, Summary and available Certificates remain accessible through their tabs.

Add or update profile details

Your existing Name appears as a saved row. Select it, then Edit, to update your display name or explicit first, middle and last name components. CareMap does not split an existing display name automatically.

Select Add detail to choose an optional type: date of birth, gender, pronouns, bio, address, insurance policy or identification. Only saved details appear in the profile. Each editor opens as a dialog on larger screens or a bottom flyout on mobile. Fill the information you need and select Save. Cancel leaves the profile unchanged.

You can save several addresses, policies or identification entries. Addresses support international formats and one Primary residence. Insurance and identification support optional front/back photos from a file or your camera. Finish uploading before saving. A labeled policy or identified card can be saved with a photo even when its other fields are blank. CareMap does not scan these photos to fill fields.

Select a saved row to view it. Authorized writers can Edit or Remove it; Name remains required. Removing the last detail in a category hides that category. A failed save or upload keeps your draft for retry. When someone else has changed the entry, review the latest revision before saving again.

Previously stored private dates of birth remain private until the owner chooses Share with people who can view my profile. New details follow the profile's view/write permissions. A contact connection alone does not grant access to structured details or their photos. Permissions > Profile details and summaries controls the existing contact grant; Notes and Documents retain their own controls.

Questionnaire answers preserves earlier identity descriptions and important places as context. These answers are not automatically converted into current name, pronouns or addresses. Maintain current facts in Profile details.

Profile summaries

Profile AI can cite your saved structured facts and bio. New activity after a summary's review cutoff is marked as awaiting review. Saving a detail does not start a paid summary generation. Existing Generate actions and scheduled summaries use the profile owner's AI credits. Generated text does not replace your authored bio or fields.

A detail citation opens the exact saved revision used by the summary. Edited entries are marked replaced; removed or inaccessible entries cannot be reopened from the citation. The Agent can read authorized details of a specified person, including exact identifiers when explicitly requested. ID/member/group numbers are omitted from ordinary summaries and search text.

Find and open contacts

Open People and select Contacts. This is the default People tab and lists active CareMap contact connections by display name, email, and profile image. Use Search people in the app bar to filter by name, email, or contact state. On mobile, open the search control first.

Select a contact to open their profile. The Profile tab shows their current identity plus the relationship status and connected and updated times. A Certificates tab appears only when the contact has certificates.

Add a contact

1. Open People and select Invite contact in the app bar.
2. Enter the person's CareMap email address and select Send invite.
3. Open Invitations to review the outgoing request.
4. After the recipient accepts the invitation, the active connection appears in both accounts' Contacts lists.

An invitation remains separate from a contact until it is accepted. Incoming requests can be accepted or declined from Invitations, and the sender can cancel a pending outgoing request. Expired, declined, or canceled invitations do not create an active contact.

Manage contact access

Open an active contact and select Permissions to choose what that contact may do with your data. Available controls include Report visibility, creating Reports about you, Notes access, and Guardian access when your account is eligible. These permissions control the contact's access to your information; they do not change what the contact has granted you.

Pin Guides to my Shelf lets that contact manage only their own profile-identified Shelf row. When you have authority to curate a linked client's Shelf, Manage Shelf on their Person or Contact profile opens the direct editor without requiring passthrough. The editor shows every visible row but makes only your authorized supporter or organization row editable.

To end the contact connection, open the contact, select Remove, and confirm Remove contact. Removal deactivates the connection for both accounts and removes it from the active contact lists. Historical invitations, Reports, and account records remain intact.

If a profile or contact is missing

• Confirm you are signed in to the intended account and have not filtered the contact out with Search people.
• Check Invitations when a new contact is not listed. The invitation may still be pending or may have expired, been declined, or been canceled.
• If a contact was removed, send a new invitation only when both people intend to reconnect.

Use contact permissions narrowly and review them when a care relationship changes. Contact identity information can still be sensitive, so share it only through approved CareMap workflows.