Accept an invitation
What to do when you get an email saying you've been named as a Legal Representative.
The invitation email
If someone names you as their Legal Representative, and staff approve it, you get an email with a link.
Open the link
Tap the link in the email. A page opens with the title You've been named as a Legal Representative.
Tap Continue
Tap the purple Continue button.
Read the message
- If you are new to the portal, you see: We've emailed you a link to choose your password. Then sign in, turn on two-step sign-in, and open Legal Representations to accept or decline.
- If you already have an account, you see: Sign in with your existing account and open Legal Representations to accept or decline.
If you see This link is missing its code. Open it from your email again., go back to the email and tap the link again.
If you see Something went wrong. Please try again or contact PBCN., tap Continue again. If it still doesn't work, contact your band office.
Set up your account (new people)
Choose your password
Open the new email from the portal and tap the link. Choose a password. See Forgot your password for help with that page.
Sign in
Sign in with your email and new password. See Sign in and sign out.
Turn on sign-in codes
Tap the circle with your initials at the top right, then tap Security. Turn on Sign-in codes by email. See Security settings.
Accept or decline
Open Legal Representations
Open Legal Representations. On a phone, tap More at the bottom of the screen first.
Find the request
Under Represented Individuals, tap All Requests. The request shows the label Approved – Awaiting Representative. Tap it to open it.
Read the details
At the top you see a red box that says Action Required. Read the Request Details and the Legal Documents.
On the Legal Representations page, a red Action Required box also lists every request waiting for your answer. Tap a request in that box to open it.
To accept
Tap Accept
Below the Activity Log, tap the green Accept button.
Tick the box
A box opens called Accept Legal Representation. Read the statement. Tick the box next to it to confirm it is true. The Accept button stays faded until you tick the box.
Tap Accept again
Tap the green Accept button in the box. A message pops up: Legal Representation accepted.
If you see Turn on two-step sign-in (Security page) before acting for someone., tap Open Security and turn on sign-in codes. See Security settings. Then come back to the request and tap Accept again.
To decline
Tap Decline
Below the Activity Log, tap the red Decline button.
Add a reason (optional)
A box opens called Decline Legal Representation. You can type a reason. The reason is shown on the request.
Tap Decline again
Tap the red Decline button in the box. A message pops up: Legal Representation declined. The status changes to Declined by Representative. You can't undo this.
Once you accept, the status changes to Active, and you can act for the person. See Act for someone.