Account
Access
Everyone and everything with access to this account: people, invitations waiting, professionals, connected apps, and share links.
Account → Access is the one list of who and what can reach this account. Three lists of people, then the things.
- People — every member: name, why they have access (the relationship), role, scope, what they can see, and when they were last active. The row menu changes any of it, suspends or removes. See People and roles.
- Waiting to accept — invitations sent and not yet accepted, with resend, copy link and revoke.
- Professionals — connected firms and their assignments. See Professionals.
- Firms and advisers — relationships through the portal: the firm, what it may do, and Revoke (final, for an encrypted account).
- Connected apps and integrations — Shopify and any CRM or reporting integration, with what each receives and a disconnect. A connected app is a thing with access, so it is listed here.
- Share links — every live link, with a shortcut to manage them. See Share links.
Estate roles — heirs, executors, trustees — do not appear here until their access has actually opened; they live in Estate → Heirs.