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Profile sharing - MVP

Creating a share

  • The profile owner can share an animal's profile with a recipient. For Professional accounts, Owner/Admin and Editor roles can create shares; Viewers cannot (see Account and user management)
  • Sharing supports two modes:
    • Temporary - the owner sets a start date and end date. Access is automatically granted at the start date and revoked at the end date.
    • Permanent - ongoing access with no end date. Revocable by the owner at any time.
  • The owner can revoke any share (temporary or permanent) at any time

Recipient notification

  • When a share is created, the recipient is notified that a profile has been shared with them
  • If the recipient already has a PetFolio account, they are notified and can view the profile immediately (or from the start date for temporary shares)
  • If the recipient does not have a PetFolio account, they receive an invitation to sign up. The share is held in a pending state until the recipient creates an account, at which point access is granted automatically
  • Pending share invitations expire after 7 days
  • The owner can resend an expired invitation at any time
  • The owner can revoke a pending invitation before it is accepted

Recipient experience

  • Recipients must have a PetFolio account to view shared profiles
  • The profile is read-only - recipients cannot edit, annotate, or add notes
  • The safety brief and Top Tips are surfaced prominently - a recipient must encounter these first, regardless of how they access the profile
  • The full profile is available beyond the safety brief

Live updates

  • Shared profiles always show the latest information
  • If the owner updates the animal's profile, changes are immediately visible to anyone with active access
  • There is no versioning or change history for recipients - they always see the current state

Use case example

A pet owner is going on holiday for one week. Their dog sitter is arriving on Saturday.

  1. Owner creates a share with a start date one week before the visit and an end date on the day they return home
  2. The sitter receives access and reads through the profile in advance, asking the owner any questions
  3. During the stay, the sitter refers to the profile for routine, feeding, and behaviour guidance
  4. If the owner updates anything (e.g., adjusts medication dosage before leaving), the sitter sees the change immediately
  5. On the return date, access expires automatically

Explicitly out of scope

  • Recipient adding notes, updates, or images
  • Selective hiding of sections (sharing is full profile only)
  • Sharing the combined daily routine view (individual animal profiles only)
  • Multiple permission levels (all recipients have the same read-only access)
  • Ownership transfer