--- schema_version: "1" id: 502a090baee294cb14a335ac96f88eb1486e722311aca12a7a965f9c0e1bf9d6 title: Authorized Representative for Benefit Management collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/aps_authorized_representative.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.aps_authorized_representative.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: e73e1a1a09546767661fd6f14fb98f0a7bc2d02abbb2caeaa3e9d7327b8fbd86 description: An authorized representative can start a benefit application for someone else, record consent for the capabilities they cover, and leave a trail your agency can review. products: - Public Sector release: "264" --- # Authorized Representative for Benefit Management An authorized representative can start a benefit application for someone else, record consent for the capabilities they cover, and leave a trail your agency can review. ### Required Editions
View supported product editions.
Not every applicant can complete a public benefit application on their own. A representative can be a family member, an advocate, or another trusted person. In this release, the representative signs in and designates themselves as the representative for the applicant for specific capabilities. Each designation leaves a consent trail. Representatives never need the applicant's password, and they never impersonate the applicant. Authorized Representative for Benefit Management supports these capabilities. - Capturing representative identity and consent during the benefit application flow. - Defining authorization tiers, such as Limited Access, Standard Access, or Full Financial Access, that describe what a representative can cover. - Storing consent on authorization and consent records, so that agencies can see who consented, to what purpose, and for which application. - Giving constituents and representatives a Representation view on the Experience Cloud site to see People I Represent and People Representing Me. ## How Authorization Works with Applications - Applications can proceed even when no prior authorization record exists. The intake itself creates the authorization request for later review. - Expired or previously rejected authorizations do not prevent a new application submission. Agency staff review existing authorization records during processing. Renewing an expired authorization can happen as part of the application flow. ## Considerations for Authorized Representative - A representative can submit an application that includes benefits they aren't authorized for. Those sections aren't prefilled from the applicant's records. Agency staff review authorization coverage during processing. - This release doesn't include a control to grant or revoke access. Authorization records can still carry an end date. - **[Enable Benefit Management with Authorized Representative](https://help.salesforce.com/s/articleView?id=ind.aps_authorized_representative_prerequisites.htm&release=264.0.0&type=5)** If you use Authorized Representative with Benefit Management, complete these steps first. - **[Set Up Authorized Representative](https://help.salesforce.com/s/articleView?id=ind.aps_authorized_representative_setup.htm&release=264.0.0&type=5)** Add the Representation pages to your Benefit Assistance Portal site, and connect the consent Omniscripts to your Application Form Framework flow. - **[Configure Authorization Tiers for Authorized Representative](https://help.salesforce.com/s/articleView?id=ind.aps_authorized_representative_tiers.htm&release=264.0.0&type=5)** Define the authorization tiers your agency uses, optionally link a tier to a specific benefit, and attach the Authorization Form Text records that carry consent wording. - **[Apply for Benefits on Behalf of Someone Else](https://help.salesforce.com/s/articleView?id=ind.aps_authorized_representative_apply.htm&release=264.0.0&type=5)** As an authorized representative, start a benefit application for someone else, provide your details, and complete consent for the authorization tier with a digital signature. - **[View Representation Relationships on the Portal](https://help.salesforce.com/s/articleView?id=ind.aps_authorized_representative_portal_view.htm&release=264.0.0&type=5)** See who you represent and who represents you, and open representation details for related applications. - **[Objects Used by Authorized Representative](https://help.salesforce.com/s/articleView?id=ind.aps_authorized_representative_objects.htm&release=264.0.0&type=5)** Review the objects that Authorized Representative uses.