Choose who can help you
Understand supporter access, authority and keeping sign-in codes private.
Sample data only. These are learning examples, not your account screens. No records are changed, signed or sent.
1. Choose the right kind of help
Alex Example wants a trusted relative to help read paperwork. Alex has not appointed that relative to make decisions.
Does being a relative automatically give decision-making authority?
Watch the walkthrough
This silent recording shows the practice examples above, using made-up records. Use the captions or read the transcript. Your own account is not shown or changed.
Read the video transcript
Sample learning examples only. Your real records have not changed.
- Choose the right kind of help. Alex Example wants a trusted relative to help read paperwork. Alex has not appointed that relative to make decisions. Does being a relative automatically give decision-making authority? No, support and authorised representation are different. A supporter and an authorised representative have different roles. Appropriate authority must be established for someone to act on your behalf.
- Keep account access personal. The relative asks Alex to forward the emailed sign-in code so they can use Alex’s account. What is the safer way to arrange help? Keep the code private and use the appropriate supporter or representative process. Keep your sign-in code private. Check the supporter or nominee guide and ask support if you are unsure how access should be arranged.
- Check the access result. Alex has requested the appropriate support arrangement. The app still shows the request as pending. Is the access arrangement complete? No, check the confirmed status and any required authority documents. A request is not confirmation. Check the status, who can see your information and what they are authorised to do.
Practice complete. Read the full guide for the steps in your own account.