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# Changing Guardian & Nominee Statuses

# Changing Guardian & Nominee Statuses

This article will assist you with the process of changing the status of a Guardian and  Nominee for a Family.

### Overview

Guardians and Nominees have different permissions for the Family and may change their status for example.

###### Scenario 1

Guardian 1 & 2 are on the existing Family then separate.
Guardian 2 no longer requires access to the Financial details of the Family as they are linked to Guardian 1.
They will need to be changed from a Guardian status to a Nominee status.

###### Scenario 2

A Nominee is on the existing Family and are now changing to being a Guardian for the child, and will have access to the Guardian Web Portal and App.
They will need to be changed from a Nominee status to a Guardian status.

||| Note: Only the Service has the ability to change the statuses of Guardians and Nominees via Xap. Families are unable to manage this themselves via the Web Portal for Guardians & Carers or the Smile App.

### Changing a Guardian to a  Nominee

To change a Guardian to a Nominee status there are few requirements.

*  They are not able to be the Primary Guardian
* They are not able to be linked to a Payment Account for billing
* They are not able to be linked to Bookings for the Child/ren on the Family
| If the Guardian is either of these options they will need to be archived and manually re-added as a Nominee status. see **How to add a Nominee/Emergency Contact[How to add a Nominee/Emergency Contact](https://help.xap.rocks/en/article/how-to-add-an-emergency-contactnominee-to-the-family-105gq4r/)**  and [How to Archive a Guardian or Nominee](https://help.xap.rocks/en/article/archiving-a-guardian-or-nominee-11ounqr/?bust=1621550340698)

###### To convert the Guardian Status

1. Select the **Summary** Screen for the Family
2. Select the **3 dot menu** next to the Guardian
3. Select the option of **Convert to Nominee**

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

4. Adjust any **Authorisations** if required
5. Select **Save**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1as6lr6.png)

### Changing a Nominee to a Guardian

###### To convert the Nominee Status

1. Select the **Summary** Screen for the Family
2. Select the **3 dot menu** next to the Nominee
3. Select the option of **Convert to Guardian**


![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1b0jc0l.png)

Guardians have mandatory fields that need to be completed:

4. Add in a **DOB** if it wasn't added previously
5.  Add in an **Email address** (this will become their login for the Smile App and Family Portal)
6. Ensure that at least **1 contact number** has been provided

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_b5kp25.png)

7. Update any **Authorisations** as required
8. Re-set the **contact priority** if required
9. Select **Save**

The new  Guardian will receive their welcome email and details to allow them to log into the Family Portal and set their password.

|| To assist you further with this process see the Xap University video: [Changing Guardian & Nominee Statuses](https://xap.fleeq.io/l/zfe2tlbbzl-w4bb2p7h0h)