“Read-Only” Access

by Advocord Team | August 2023

As a guardian, it is critical that you account for every detail of your dependent’s well-being including every penny spent, and every minute spent, performing your guardianship duties. And it is important that you are able to easily share that information.

An valuable feature of Advocord is the ability to allow others to have “read-only access” to information that you store on the platform.

“Ready-only access” is important for three main reasons:

The first reason is compliance.

Some states require guardians to report information to others who are interested in the well-being of the dependent, or a judge may order you to keep someone else informed as part of your guardianship duties. Giving these individuals read-only access may fulfill this obligation for you.

The second reason is convenience.

Keeping other people apprised of your dependent’s well-being can take a lot of time. Rather than sending countless emails and making countless phone calls, using Advocord guardianship software is a convenient way to grant access to information from a single platform, saving you valuable time.

The third reason is communication.

Read-only access makes it easier to communicate with other caregivers and advisors.

Key Takeaways

  1. With “read-only” access you can share information with appropriate professionals, family members and legal representatives.
  2. The ability to share information directly from Advocord can save you time.

  3. It is best to confirm your ability to share information with outside parties prior to providing access.

For example, you may need to consult with an attorney, an accountant, a family member or a court reviewer. Granting read-only access will help them to advise you since they will have all the information they need right at their fingertips.

Rest assured that account numbers are not visible to read-only users. And you can revoke someone’s read-only access in Advocord at any time.

If you have any questions about whether granting someone read-only access is appropriate for your situation, it’s best to consult with your attorney.

Disclaimer: Advocord does not provide legal representation and no attorney-client relationship exists between Advocord and its subscribers. The Content is not intended to and does not constitute legal advice and no attorney-client relationship is formed. The accuracy, completeness or adequacy of the Content is not warranted or guaranteed.


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