How do I add a Deputy?

If you haven’t added any Deputies:
 
  1. Go to My Deputies page from the Secure Sharing section in the left nav.
  2. Click or tap Add Your First Deputy.
  3. Enter your Deputy’s First Name, Last Name, Email address and select a Relationship from the dropdown. If you don’t see an applicable relationship, select Other.
  4. Click or tap Choose Permissions to continue.
  5. By default, all sections are set to Share. Select Hide for sections you don’t want to share. Use the radio buttons in Entire Everplan to select all sections at once. Click or tap on Share or Hide next to the category names to change selection for all sections in the category at once. When you are done selecting the sections, click or tap Continue.
  6. Preview the email invitation. Add a custom message (optional).
  7. You can go back to previous steps by clicking or tapping on Back.
  8. Click or tap Send Invitation. You should see a confirmation screen letting you know that invitation is on its way.  
  9. On My Deputies page, you’ll see the Deputy listed with Pending status.
  10. When your Deputy accepts your invitation, we’ll send you an email. You should also see Confirmed in the Status section of your Deputy.

If you already have Deputies:

  1. Go to My Deputies page from the Secure Sharing section in the left nav.
  2. Click or tap on Add from the top right corner of the screen.
  3. Follow the steps above.
 
Have more questions? Contact us