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Video tutorial coming soon

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Overview

When a guardian requests that another person be added as a co-guardian for their child, that request is routed to your organisation’s Approvals queue. A staff member or admin must review and approve or decline the request before the new co-guardian is granted access.

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Steps (Web)

  1. In the left sidebar, click Approvals.
  2. Find the pending co-guardian request in the list.
  3. Review the request details — the student name, the requesting guardian, and the proposed co-guardian’s information.
  4. Click Approve or Decline.
    • Approve — the co-guardian receives an invitation and can access the student’s health plan.
    • Decline — the request is rejected and the requesting guardian is notified.
Approvals are available on paid plans only. Free tier organisations see a preview of the Approvals screen with an upgrade prompt.
You can also filter approvals by priority (Critical, High, Medium) to triage urgent requests first.