Achieve Client App: Switching to a family member’s profile

When using the Achieve Client App, a client can switch to a family member’s profile and perform actions on their behalf. Switching to another profile gives clients the same level of access they would have if they were logged in as that family member.

To learn how to add a family member, see Adding a family member.

NoteIf you access the account of a family member who is missing required information in their client profile, you will be directed to the Profile Details page. To learn how to fill out these details, see Achieve Client App: Editing profile details.

To switch to a family member’s profile in the Achieve Client App:

  1. Tap your profile icon in the top-right corner of the screen 
  2. At the top of the screen, tathe profile you want to access. You will immediately be directed to that family member’s account. 

Achieve Client App: Family Member's Profile

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