Adding a supporter or nominee
This guide is for a participant. Helpers have different roles. They should use their own access, not your email code. Inviting one kind of helper does not give another kind of authority.
Choose the right kind of help
- Supporter: has their own sign-in and the scope you choose.
- Decision supporter: receives short reminders, has no login and cannot approve paperwork.
- Nominee: has a formal appointment. Powers depend on the recorded appointment and checks, not just an invitation.
Invite a supporter on the web
- Select Settings, My supporters, then Invite a supporter.
- Enter their email.
- Choose a scope. Compare all four choices explains them:
- See only: read the plan, budget, timesheets and notes; no approval or changes.
- Help approve: read records and co-approve alongside your required sign-off.
- Manage budget: read budget information and regular supports; changing categories and regular supports is unavailable.
- Full help: read records, co-approve and read the budget; cannot approve in your place or invite other supporters.
- Select Review invite, check it, then Send invite.
- Check the result. They only gain access after completing their invitation and the required checks.
Use Change what they can do or Remove from My supporters later. Only the participant can manage these invitations and scopes. Nominee authority can limit approval actions.
Invite a decision supporter on the web
- Open Settings, My decision supporters, then Invite a decision supporter.
- Enter their name and email. A mobile can be added, but invitations currently use email; text invitations are unavailable.
- Submit and check Invitation requested. This confirms the saved request, not email delivery.
The person chooses their own messages through the private invitation. Reminders do not include money amounts or health details. Changing their email or mobile pauses messages until they agree again using a fresh invitation. If that happens, ask support for help with the fresh invitation. Changing only their name keeps message choices unchanged. Use the offered removal path to stop messages.
Nominee appointment paperwork
Your worker starts the nominee invitation. To add eligible evidence yourself on the web:
- Open Settings, then My nominee.
- Check the nominee and invitation state.
- If Add paperwork for [name] is offered, choose the appointment document.
- Use PDF, JPEG or PNG up to 20 MB.
- Select Save appointment paperwork and check confirmation.
This path applies to a current invitation before the nominee has signed in or become active. Saving paperwork alone does not finish joining or prove authority. A correspondence nominee is for letters, not financial approvals. Existing paperwork changes need support.
If something goes wrong
If a request, scope change or evidence attachment is not confirmed, refresh its record before trying again. A document can be saved without being attached; follow that specific message. Do not invent permissions or lend your own sign-in.