Overview: Included in a Platinum license is coverage for one dependent. Members using a platinum license can onboard their dependent using the additional gold data sheet available to them in their member dashboard, under the data sheet tab.
Important Notes:
- Account Managers are not able to assign data sheets directly to dependents - the primary member must complete this action directly
- You cannot invite a dependent to access the data sheet after inputing the information on their behalf.
Steps:
- Login to your DeleteMe dashboard
- Complete your individual member data sheet
- Navigate back to the Data Sheet page, where you can see your different data sheets
- Under the "Platinum Plan" data sheet, you should see a "Gold Plan" data sheet
- Option 1: Complete on your dependents behalf
- Click Edit/Continue
- Add your dependent's information on their behalf, as you did for your own data sheet
- Navigate through all the steps and provide key information like Name, DOB, Phone, Email, and Home Address.
- Once you've completed all of the steps, the scan and report process will begin
- Option 2: Assign the Data Sheet Directly to your Dependent
- Next to the Gold Plan data sheet, look for the vertical ellipses in the top right corner of the plan card
- Click the 3 ellipses on the far right of the blank data sheet column
- Click ‘Assign Data Sheet’
- Input your dependent's Name and Email Address, then click the "Invite" button
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