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# Archiving & Unarchiving a Family, Guardian or Nominee

# Archiving & Unarchiving a Family, Guardian or Nominee

This article will assist you with archiving Guardians or Nominees for a Family.

### Overview

Guardians and Nominee permissions and access can change over time for a Family and they may no longer be needed to be linked to the Child for authorisations.

###### Scenario 1
The Guardians have separated and Guardian 1 is the CCS Claimant on the existing Account. Guardian 2 no longer requires access to the Financial details of the Account as they are sharing custody. Guardian 2 will have their own separate Account created, with the bookings they are liable to pay for. 
They can be converted to a Nominee status or in some examples need to be Archived and re-created as a Nominee. 

| Guardians can be converted to a Nominee if required see: [Changing Guardian & Nominee Statuses](https://help.xap.rocks/en/article/changing-guardian-nominee-statuses-1m88m7u/)

###### Scenario 2

An authorised Nominee is no longer to be an Emergency Contact for the child, they can be archived.

### Archiving a Guardian

To archive the Guardian:
1. Select the **Family** Screen
2. **Search** on the Family
3. Select the **Family name**
| Note: You can also use the Global Search feature, see: [Global Search](https://help.xap.rocks/en/article/global-search-x1jn4w/)

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1d96qp0.png)

4. Select the **Summary** Tab
5. Select the **3 dot menu** next to the Guardian
6. Select **Archive** from the drop down menu


![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_qvsykf.png)

7. Select the **Date** to remove bookings from Guardian (if applicable)
8. Select **Confirm Archive**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_8y9xxs.png)

The Guardian has now been archived from the Family, if they were accessing the Web Portal for Guardians & Carers or the Smile App previously, this access will now be removed.


### Unarchiving a Family/Guardian/Nominee/Child


###### Guardians can be unarchived by:

1. Select the **Show Archived** button
Any Archived Guardians will display
2. Select the **3 dot menu** next to the Guardian to unarchive
3. Select **Unarchive** from the drop down menu


![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1ap3aco.png)

### Archiving a Nominee

To archive the Nominee:
1. Select the **Family** Screen
2. **Search** on the Family
3. Select the **Family name**
| Note: You can also use the Global Search feature, see: [Global Search](https://help.xap.rocks/en/article/global-search-x1jn4w/)

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1d96qp0.png)

4. Select the **Summary** Tab
5. Select the **3 dot menu** next to the Nominee
6. Select **Archive** from the drop down menu

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_eek3q0.png)

7. Select **Confirm Archive**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_12phrc8.png)

###### Nominee can be unarchived by:

1. Select the **Show Archived** button
Any Archived Nominees will display
2. Select the **3 dot menu** next to the Nominee to unarchive
3. Select **Unarchive** from the drop down menu


![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_4ti3tq.png)

|| Note: This can also be managed by the Family via the Web Portal for Guardians & Carers.