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Accept an invitation

How to accept an invitation to become a trustee for a beneficiary.

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A beneficiary who wants you to act for them sends you an invitation. The invitation names you as a delegate on a delegation record. Accepting the invitation makes you a trustee. You are not required to accept. You decide.

Purpose

This guide helps you accept a trustee invitation. After following it, you will be a trustee for the beneficiary.

Who this is for

This guide is for a person who received an invitation to become a trustee.

What you need

  • The invitation email from Community OS.
  • Your own Community OS identity. Read the guide to create your identity first if you do not have one.
  • The beneficiary who sent the invitation, and their trust in you.
  • A clear understanding of the scope and dates in the invitation.

What you will do

  1. Open the invitation.
  2. Sign in.
  3. Review the details.
  4. Accept.

Instructions

  1. Open the invitation email from Community OS.
  2. Select the link in the email.
  3. Sign in with your identity. Read the sign-in guide if you need the steps.
  4. Review who sent the invitation. It must be a beneficiary you know and trust.
  5. Review the scope. The scope names the records you may work with, such as the support plan.
  6. Review the start date.
  7. Review the end date, if the invitation has one.
  8. Select Accept.

If the details are incorrect, do not accept. Ask the beneficiary to change them and send a new invitation.

What happens next

  • Your delegation record is active. Status: Active.
  • You can act on the records in your scope from the start date.
  • You can act only after the beneficiary also grants you consent. A delegation alone does not give access. Consent is never implied by a delegation.
  • The beneficiary can end your role at any time, and so can you.

Troubleshooting

  • Problem: the invitation link does not work. Fix: request a new invitation from the beneficiary. Invitation links expire.
  • Problem: you cannot accept because you have no identity. Fix: create your identity, share your DID with the beneficiary, and ask for a new invitation.
  • Problem: the invitation is from a person you do not know. Fix: do not accept. Contact your administrator if you are worried.
  • Problem: the scope or dates look wrong. Fix: do not accept. Ask the beneficiary to correct them and send a new invitation.