Guardians

An account Guardian is an active contact you authorize to help operate your CareMap account. Use individual contact permissions when someone needs only selected information.

Designate a Guardian

1. Open People > Contacts and select an active contact.
2. Select Permissions.
3. Turn on Guardian.
4. Select Save permissions and wait for the dialog to close successfully.

Your account must have an active Unlimited Guardians grant. A contact or organization membership alone does not create this designation. The permission runs from your account to that contact; it does not make you their Guardian.

An effective Guardian has broad access, including Reports, Notes, profile details and summaries, Profile Documents, and Shelf support. They can also work with your personal workspace's folders under its available capabilities. This is broader than a read-only sharing permission.

Enter and leave passthrough

If another account has made you its effective Guardian:

1. Open that contact under People > Contacts.
2. Select Pass through.
3. Check the Viewing as banner before working. Identity details shows the account being viewed and the source account.
4. When finished, select Exit passthrough in the banner or Settings and confirm the exit.

Passthrough opens the owner's account and Home using that account's access. Changes affect the viewed account. CareMap records the source identity in its audit history. Treat this as broad account access; choose narrower contact permissions if that is not appropriate.

You cannot enter another passthrough while one is active, enter your own account, or pass through to an administrator account. Exit returns to your original sign-in. If that sign-in is unavailable, sign in again. An unavailable workspace also offers an exit action.

Suspend or revoke

The designation is suspended when the contact connection or the owner's Unlimited Guardians grant is inactive. Starting a new passthrough and direct Guardian access require an effective designation. Restoring both requirements can reactivate a saved designation.

To revoke it, open the active contact's Permissions, turn off Guardian, and save. A suspended designation remains visible so it can be turned off. If saving other permissions fails because the Guardian grant is unavailable, turn off the suspended Guardian option before saving those changes.

Removing the contact disables the relationship but preserves the saved Guardian designation. Reconnecting can restore it. Revoke the designation before removing the contact when the access should not return.

For an already-open passthrough, ask the Guardian to exit and review Settings > Account > Sessions. Use Revoke or Revoke others to end existing sessions; do not rely on changing the designation alone to end them. Separate care-team, Person-level, or folder access may remain.

Person Guardians and Shelf

Delegated access on a Person's profile is a separate Person Guardian relationship. It does not enable account passthrough. Both kinds of Guardian can use Manage Shelf for a linked client account without entering passthrough. Each supporter edits their own row.