How the software helps
Team and access management lets you invite an existing user or a new assistant. Access follows the person’s own sign-in and acceptance of the invitation, within the scope you grant.
Getting started
Check the recipient’s email address and intended portfolio scope.
- Grant only the read or edit access required for the task.
- Review accepted access and revoke it when appropriate.
Access and limitations
Software access is not a general legal power of attorney. Account security and subscription management do not automatically transfer to the invited assistant.