Control how a trusted person accesses your records securely.
Trusted access is controlled using a private link and a separate access code.
Trusted access allows someone you nominate to view selected records if needed. Access is controlled, logged, and can be enabled or disabled at any time.
Enable access for a trusted person from the trusted people page.
Provide the private link generated by the system.
Provide the 6-digit code separately for security.
They must enter the code to continue.
They can view filtered records and download allowed documents.
In addition to online access, you can create a document explaining how trusted access works. This is typically printed and stored with a will or important paperwork.
A single document listing all trusted people and explaining how access works.
A document specific to one individual, including their access details and instructions.
Yes, access can be disabled at any time.
No, only records marked as visible.
Only if document visibility is enabled.
It provides an additional layer of security.
