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Managing Participants & Staff at a Site (Associated Tab)

The Associated tab is where you connect the people who live at (or linked to) the Site, and the staff who support or manage it. This creates a clear structure around each property so the rest of your Site tools, notes, documents, oversight, and billing.

Written by Sarah May
Updated over 2 weeks ago

Within Associated, you’ll be able to manage three groups:

Participants
This list represents the participants connected to the property. It’s the main driver of “occupancy” and is often the first thing teams check when they open a Site. Keeping this list accurate helps ensure the Site reflects what’s happening on the ground, who lives there now, and who no longer does.

Support Staff
These are the staff who deliver support services at the property. This list is useful for visibility, handovers, and general site management. Even when you roster shifts, having a reliable “who supports this house” list gives managers and coordinators a clear starting point, and allocation of shifts.

Admin Staff
Admin staff are typically the internal team members who need access to oversee the house (for example coordinators, house leaders, or office staff). This keeps the site’s operational ownership clear.

Adding or updating associations is done via Edit actions within the Associated tab. You can select multiple people at once, search within the selection list, and save to update the Site. If a person should no longer be linked to the Site, they can be removed from the list.

Where available, Site association lists link through to the underlying participant or staff profiles. This is helpful when you’re reviewing a Site and need to quickly jump into a person’s record without searching elsewhere.

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