Help center · Work together
Invite family or a helper
Benefits are usually a family project. A helper can be invited to one person's profile — and only that profile — with clear limits on what they can do.
- Open Dashboard → Profiles and expand "People who can help" on the profile to share.
- Enter the helper's email address.
- Choose what they can do: "Caregiver" (update applications and checklists) or "Read-only" (look, not touch).
- Select "Send invitation". They get an email link that works for 7 days — and only for that email address.
- Once they accept, their row shows Active. Toggle their permissions there anytime, or remove them with one click.
Money answers and privacy
Caregivers see the household answers, including income and assets. Read-only helpers see them only if "Let them see money answers" is checked — otherwise those fields show as hidden. Every change a helper makes is recorded.
Not legal or financial advice. The agency makes the final eligibility decision.