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

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:

Select the Family Screen
Search on the Family
Select the Family name

Note: You can also use the Global Search feature, see: Global Search

Select the Summary Tab
Select the 3 dot menu next to the Guardian
Select Archive from the drop down menu

Select the Date to remove bookings from Guardian (if applicable)
Select Confirm Archive

The Guardian has now been archived from the Family, if they were accessing the Web Portal for Guardians & Carers or the Smile App previously, this access will now be removed.