# Create Patient Guardian, Proxy, or Caregiver

Source: https://sites.veevavault.help/gr/sitevault/sv-administration/pat-create-guardian/

**Who can complete this task?**
- Administrators & Site Staff with the Patient & Participant Management Extended Permission

Creating a record for a patient guardian, proxy, or caregiver enables you to send eConsent forms for electronic signature in conjunction with or on behalf of a study participant. See [Start the Consent Process](/gr/sitevault/econsent/consenting-participants/) for more information on consenting participants. You can also share documents with guardians, proxies, and caregivers. See the [Sharing Documents With Study Participants](/gr/sitevault/econsent/share-docs/) help topic for more information.

1. Navigate to **Administration \> Patients** and open the profile for the patient.
2. Expand the **Guardians, Proxies, and Caregivers** section and select **Create**.
3. Select the Signatory field and complete one of the following steps: 
  - To add an existing signatory, select from the list.
  - To create a new signatory, select **+ Create Signatory** and complete the required and any optional fields.

4. Select **Save**.
5. Complete the **Role** field.
6. Select **Save**.

[Signatories](/gr/sitevault/econsent/signatories/) can also be created by navigating to **Studies \> Select Study \> Participants** , then select **Create Signatory** from the Participant’s Action menu.

## Signatory Roles

Each patient has different support needs; select the appropriate signatory for your participant’s specific situation.

| Signatory | Description | Multiple Instances |
| --- | --- | --- |
| **Caregiver** | Provides direct support in participant adherence and **can sign alongside or on behalf of the Participant** depending on how the document is configured. | Multiple caregiver signatory records can exist for a participant, but note that a maximum of two Caregiver signatures can be added to eConsents where multiple caregiver signatories are needed. |
| **Guardian / LAR** | Individual legally authorized to consent on behalf of the participant (ex., minor, incapacitated adult). Guardian/LAR signatories **can sign alongside or on behalf of the Participant** depending on how the document is configured. | Multiple guardian signatory records can exist for a participant, but note that a maximum of two Guardian signatures can be added to eConsents where multiple guardian signatories are needed. |
| **Proxy** | A person legally designated (ex., via Power of Attorney) to make medical decisions, including research participation, for an incapacitated adult. SiteVault prevents sending consent forms to a Proxy and Participant at the same time. A proxy signs **on behalf of the Participant, never in addition** to the Participant. | N/A |