Guardians and care teams

CareMap offers several ways to support another person. Choose the relationship that matches the information and work you intend to share.

Relationship	Setup	Main scope
Contact permissions	An active contact chooses grants in Permissions.	Selected Reports, Notes, profile information, or the supporter's Shelf row.
Account Guardian	The account owner enables Guardian for an active contact and has Unlimited Guardians.	Broad account support, direct personal-workspace and profile access, plus Pass through.
Person Guardian	An authorized manager adds an existing account under the Person's Delegated access.	That Person's care profile and related information; no account passthrough from this relationship alone.
Care-team member	An administrator adds an account, or the recipient accepts a team invitation.	The team's assigned clients while team, membership, and assignments are active.
Organization Staff	Organization membership and assignment rules.	Organization-authorized clients and work through a separate relationship.

Start the right workflow

For account Guardians, open People > Contacts, select the contact, and use Permissions > Guardian > Save permissions. The Guardian can then open your contact profile and choose Pass through. Check the Viewing as banner and exit when finished. Passthrough operates the viewed account using its access; it is not a read-only view.

For Person-level delegated access, open People > Clients > Profile > Relationships. Authorized managers enter an existing account email and relationship label. This applies immediately, without an invitation or the Unlimited Guardians requirement.

For care teams, an administrator opens the client's Manage care team dialog, creates or selects a team, assigns the client, and adds or invites members. An invitation joins the whole team, even when one client is named in its context.

Both kinds of Guardian can use Manage Shelf for a linked client account without passthrough. A contact with Shelf permission has the narrower ability to curate their own row. Organization Shelf contributors use their organization's row and controls.

Review access when circumstances change

Remove the particular grant or relationship that should end. A Person can be available through more than one path, so removing one does not remove all access. Role labels, profile affiliations, and contact designations are not substitutes for reviewing the actual relationship.

A suspended account Guardian can become effective again when the contact and required grant return. Reactivating a team can restore retained memberships and client assignments. A Person Guardian remains granted until separately revoked.

For existing passthrough sessions, review the owner's Account sessions as well as the Guardian designation. For hidden values or unavailable evidence, read Consent and access; relationship access and consent are separate checks.