Creating a new area

Realm admins create a new area from Admin → Areas management. Single-form flow, not a wizard.

Realm admins create new areas from Admin → {{Areas}} managementNew {{area}}. The flow is a single long form, not a multi-step wizard. The only required field is Name.

Sections of the form, in order

  1. Core detailsName (required), Subtitle (optional).

  2. Style options — colour (Red / Blue / Yellow / Green only), avatar (built-in chooser OR custom upload).

  3. {{Area}} utilities — drag-reorderable list of apps to enable, each with an on/off switch.

  4. Permissions — parent group, global access switch, named-user access multi-select, moderators multi-select.

Apps available at creation

The creation form offers 12 apps: details (About), policies, diary, eMAR, reminders, contacts, files, forms, formsHistory, medication stock check, money, activity log.

Heads up — The create form does NOT include Inbox, Workflows, or Calendar. To enable those, open Area settings after creation and use the "Reset utilities to their default" button (which re-derives the full list, including the three new ones), or add them individually.

Saving

When you've filled in at least the Name field, a sticky bottom bar appears: Ready to create a new {{area}}? with a Create new {{area}} button. There's no cancel button on this bar — use the breadcrumb to back out.

After creation

  1. You land on the new area's dashboard.

  2. Open the sidebar and add About sections — at minimum Background, Communication, and Daily Routine.

  3. Add contacts via Contacts → Adding a contact.

  4. If the area uses eMAR, set up medications and the first MAR sheet.

  5. Open Settings and check the dashboard layout + widget toggles match how the team will use the page.

Tip — You can clone an existing area's settings from the area-management index — useful when standing up several areas at once for a new home.

Last updated 21 May 2026 · by Carerealm · Suggest a feature or change to this article
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