Managing profiles on exora

One account, many profiles

It helps to know the difference between two things:

• Your account is how you log in. You have one account.
• A profile is a person’s (or pet’s) health record. Your account can manage several profiles.

When you first sign up, exora creates your own profile automatically. From there you can add more for the people and pets you care for.

The profiles you can create

• You - your personal health record, created with your account.
• Dependents - children, a partner, an elderly parent, or anyone whose health you help manage.
• Pets - dogs, cats, horses, and more. Keep their records and documents organised alongside the rest of your family.

Creating a profile

From the Profiles tab, tap to create a new profile and choose whether it is for a person or a pet:

• For a person - enter their name, date of birth, and relationship to you. Because you are creating a health record for someone else, you will confirm that you have the authority to manage their health data.
• For a pet - enter their name and species, and optionally their breed and date of birth.

Once created, a profile works just like your own - upload documents to it, view its health record, and manage its sharing.

Profiles shared with you

Not every profile you see belongs to your account. Someone else - your mother, your partner, a grandparent - can share their profile with you so you can help with their care. These appear in your profile list under Shared with you.

The difference is ownership:

• Profiles you own - you created them and have full control.
• Profiles shared with you - owned by someone else’s account. What you can do depends on the access level they gave you.

To share your own profiles with others, see the sharing and permissions guide.

One profile at a time

exora always shows exactly one profile at a time - the active profile. Everything you see, from documents to health data, belongs to that profile and only that profile. There is no mixing of records between people.

To switch, tap the profile avatar in the header and choose another profile. exora remembers your choice, so you pick up where you left off.

Chat follows the active profile

The AI chat is always scoped to whoever is active. When you are viewing your child’s profile, the chat answers about your child; switch to your own profile and it answers about you. Each profile keeps its own separate chat history, so conversations never cross over.

Learn more in the using the AI chat guide.

What you can do on a shared profile

When someone shares a profile with you, they decide your access level:

• View only - see their health data.
• View and edit - also add documents and contribute to the record.
• Full access - view, edit, and help manage and re-share the record.

The owner can adjust or revoke your access at any time, just as you can for the profiles you share.

Questions?

If you need help setting up or managing a profile, contact us at support@exora.au.