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Delegate authority

How a beneficiary gives a trustee authority to act for them on a scope of records.

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Delegating authority means giving a trustee the power to act for you on a scope of records. A scope names the records, such as your support plan. You choose the trustee, the scope, and the dates. You keep control. A delegation alone does not let the trustee see anything. Your consent is always needed too.

Purpose

This guide helps a beneficiary delegate authority to a trustee. After following it, the trustee will hold authority within the limits you set.

Who this is for

This guide is for a beneficiary who wants a trusted person to act for them on a scope of records.

What you need

  • Your Community OS identity. Read the guide to create your identity first if you do not have one.
  • The DID of the trustee. Ask the trustee for their DID.
  • A decision on the scope. For example, the support plan.
  • A decision on the start date, and the end date if the authority should expire.

What you will do

  1. Open the delegation form.
  2. Enter the trustee.
  3. Set the scope and dates.
  4. Confirm the delegation.
  5. Grant consent.

Instructions

  1. Sign in to Community OS.
  2. Open Delegate authority.
  3. Enter the trustee's DID as the delegate.
  4. Select the scope. The scope names the records the trustee may work with. Select support-plan to cover your support plan.
  5. Set the start date. The authority begins on this date.
  6. Set the end date if the authority should expire. Leave it open if the authority has no end date.
  7. Review the details. Check the trustee, the scope, and the dates.
  8. Select Confirm.

The delegation is now created. Status: Active.

  1. Grant consent to the trustee. Consent is your permission for them to access the records. A delegation alone gives no access. Read the guide to grant consent for the steps.

What happens next

  • The trustee holds authority over the scope from the start date.
  • The trustee can act only when you have also granted consent, and only while both records are active.
  • You can review and revoke the consent at any time. Revoking consent stops access immediately, even while the delegation stays active.
  • You can end the delegation by setting an end date or revoking it.

Troubleshooting

  • Problem: you entered the wrong trustee. Fix: edit the delegation and correct the DID, or revoke it and create a new one.
  • Problem: the trustee cannot see any records. Fix: check your consent grant. The trustee needs an active consent as well as the delegation.
  • Problem: you want the authority to stop on a date. Fix: set the end date. The delegation becomes expired after that date.
  • Problem: you want to stop the authority now. Fix: revoke the delegation, and revoke the consent.