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Grant consent

How a beneficiary gives a person or app permission to access a collection of their records.

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Consent is your permission for someone or an app to access a collection of your records. A collection is a set of records, such as your support plan. You choose who gets access and at what level. Read means they can view. Write means they can view and change.

Consent is never implied. If a trustee holds a delegation or a support worker holds an arrangement, they still cannot see your records until you grant consent.

Purpose

This guide helps a beneficiary grant consent. After following it, the person or app you choose can access the collection you choose, at the level you choose.

Who this is for

This guide is for a beneficiary who wants to control who can access their 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 person or app that needs access.
  • A decision on the collection, such as the support plan.
  • A decision on the level: read or write.

What you will do

  1. Open the consent form.
  2. Enter the grantee.
  3. Choose the collection and level.
  4. Set the dates.
  5. Confirm.

Instructions

  1. Sign in to Community OS.
  2. Open Consent.
  3. Select Grant consent.
  4. Enter the DID of the person or app that needs access. This is the grantee.
  5. Select the collection. Select support-plan to cover your support plan.
  6. Choose the permission level. Select read to allow viewing. Select write to allow viewing and changing.
  7. Set an expiry date if the consent should end. Leave it open if the consent has no end date.
  8. Review the details. Check the grantee, the collection, and the level.
  9. Select Confirm.

Community OS records the date and time you granted consent.

What happens next

  • The consent grant is active. Status: Active.
  • The grantee can access the collection at the level you chose, until the expiry date or until you revoke it.
  • You can review and revoke the consent at any time. Revoking stops access immediately.
  • The consent stays in effect even if you change the delegation or arrangement. Only you can end it.

Troubleshooting

  • Problem: the grantee still cannot open the records. Fix: check the consent status and the expiry date. Also check that the grantee has a valid relationship, such as a delegation or an arrangement.
  • Problem: you granted write access but meant read. Fix: edit the consent and change the permission level.
  • Problem: the consent should not have an expiry date but now it does. Fix: edit the consent and clear the expiry date.
  • Problem: you want to stop access now. Fix: revoke the consent. Read the guide to review and revoke consent.