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    Roles & Status Guide

    Understand the key people and status indicators used throughout Y.O.D.O. This guide explains what each role means and what different status chips indicate.

    Key Roles

    Account Holder

    The person who creates and owns the Y.O.D.O. account. They set up check-ins, choose Delegates, create private messages, and decide who receives them. Must be 18 or over.

    Delegate

    A trusted person chosen by the Account Holder to be contacted if a check-in is missed. Delegates can confirm the Account Holder is OK, request a Care Pause, or start a Status Check. They never see private messages. Being a Delegate is always completely free.

    Recipient

    A person named to receive a private message after the Account Holder's passing is verified. Recipients only gain access after identity verification (Simple or Enhanced, as chosen by the Account Holder per Message) and have 12 months from delivery to view the message before it is deleted. Extensions are discretionary.

    Special Delegate

    Open to professionals across all partner categories (for example funeral directors, charities, community organisations, solicitors, and notaries). Only Solicitors and Notaries can participate in the verification process, and only if the Account Holder has explicitly enabled this. All other Special Delegates simply receive a notification once a passing has been verified.

    What a Special Delegate does, and does not do

    You are nominated by someone who trusts you. While they are answering their Check-ins, you hear nothing. If the Account Holder is a client of a Solicitor or Notary and has enabled verification participation, that professional may receive a Status Check with one question: do you have reason to believe they have died. For every other Special Delegate, the first and only contact is a single notification after a Verified Passing. You never see their messages, their Check-ins, or their personal data. Free to join. No fee, no liability, no ongoing obligation.

    Guardian

    If a Recipient is under 18 at the time of message release, a verified Guardian must complete identity verification and provide evidence of legal authority before the minor can access the message.

    Status Chips

    Status chips appear throughout the Y.O.D.O. dashboard to indicate the current state of accounts and actions. Here is what each one means.

    No action needed

    The Account Holder's Check-ins are up to date. You will be notified if anything changes.

    Action required

    Unconfirmed check-in since [date and time]. Choose one: They are fine, Request a Care Pause, or Raise a Concern. Learn more

    Care Pause active

    Check-ins and escalation are temporarily paused until [date and time]. No action needed until it expires.

    Under review

    A Status Check has been started. Someone has raised a serious concern and asked the group to confirm what is going on. You may be asked to share what you know.

    Conflict flagged

    Another Delegate has raised a Concern about a Care Pause or "They are fine" action. A 72-hour resolution window is active. To dispute the action, select "Raise a Concern" (Branch B) from Status Check options. Learn more

    Locked

    Your actions are blocked due to repeated actions without Account Holder confirmation. Other Delegates can still act. The Account Holder must respond or contact support to unlock your access.

    Service Not Active

    Check-ins are not running for this Account Holder. Their subscription is not active. No action available.

    Account closed

    The account is no longer active. This may be because the Account Holder chose to close it, prolonged inactivity led to automatic closure, or a passing was verified. No further action needed.

    Delegate visibility and privacy

    • • Delegate visibility is optional and controlled by the Account Holder
    • • By default, Delegates cannot see other Delegates
    • • If enabled, accepted Delegates may see the names of other accepted Delegates
    • • Delegate privacy preferences always override visibility settings
    • • If a Delegate opts out, they appear as 'Hidden delegate' to others
    • • Contact details are shared only if the Delegate chooses to share them

    These preferences are designed to support coordination without compromising privacy.

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