Section 09 · Working with Advocates
Granting Vault access
How to grant an advocate access to your Vault, what they can see, and how to manage and revoke access.
After reading this article you can
- Grant an advocate read access to your Vault
- Understand what advocates can and cannot see
- Revoke or modify Vault access
Granting an advocate access to your Vault lets them see your evidence, timeline, and EHCP case without you having to send documents by email. You remain in full control, access is permission-based and can be revoked at any time.
What Vault access allows
When you grant an advocate access, they can:
- View all documents in your Vault (read only, they cannot add, edit, or delete)
- Read your timeline, appointments, and interactions
- View your EHCP tracking case, including flags, annotations, and case notes
- Access your DLA Helper record
- View any evidence bundles you have shared with them
Advocates cannot:
- Upload or delete documents
- Edit any of your records
- Access your account settings or billing
- See any information about other children on your account
Granting access
Go to your advocate connection
From your profile, select Advocates. You will see any active advocate connections.
Select Grant Vault access
From the advocate's connection record, select Grant Vault access. You will be shown a summary of what this allows.
Confirm
Confirm the grant. The advocate will receive a notification that they now have access to your Vault.
Reviewing and revoking access
You can review which advocates have active Vault access at any time from your Advocates settings. To revoke access:
- Go to Advocates > [Advocate name] > Manage access
- Select Revoke access
- Confirm
Access is revoked immediately. The advocate will no longer be able to see your Vault.
When to grant access
Grant Vault access when you are ready for the advocate to actively work on your case, when they need to review your documents, understand your EHCP, or prepare for a meeting with you.
You do not need to grant access immediately after a support request is accepted. Wait until you feel comfortable with the relationship and confident the advocate is the right person for your situation.
Tip
You can have multiple advocates with Vault access, for example, an individual advocate supporting you day-to-day and an organisation providing specialist input for a tribunal. Each advocate sees the same Vault view and cannot see each other's interactions with you.
What to do next
- 1
Grant Vault access to your advocate
If you have an active advocate connection and are ready for them to review your case, grant Vault access now.
- 2
Read about messaging your advocate
The next article covers how to use the in-app messaging to communicate with your advocate effectively.
Next in this section
Messaging your advocate
How to use the in-app messaging to communicate with your advocate, share context, and keep a clear record of your working relationship.
Related articles
What is an advocate
What SEND advocates do, the different types available through SEN Evidence Vault, and when working with an advocate can make a difference to your case.
Finding an advocate
How to search the SEN Evidence Vault advocate directory, what to look for in an advocate profile, and how to make initial contact.
Sending a support request
How to send a formal support request to an advocate through SEN Evidence Vault, what to include, and what happens next.
Open the app
Try this in SENVault
Find an advocate, grant vault access, and manage support requests.
Open SENVault