Team members are people or entities that play a role in your financial life. They can be your family or close friends, your accountant or financial planner, your lawyer, or any other relevant professionals.
During the process of adding a team member you must decide whether the person is added with no access to your portal or if they are added with guest access.
If 'Guest Access' is selected, the team member will have their own personal portal created and are also granted access to your portal with permissions that you choose.
Team member access levels include:
None (Suitable for recording your family members for estate planning and insurance purposes)
Limited based on relationship (Prefilled based on the relationship to the owner of the portal)
Full (Full and equal control over the portal, ideal for a spouse or partner)
Custom (Allows you to choose exactly which areas of the portal the team member can view and modify)
When your team member accepts an invitation to join your team and activates their account, they will see a 'Switch account' button underneath their name.
Upon clicking 'Switch account', a pop-up window opens and they can choose the portal/workspace to switch to.
Once the team member has switched to your portal/workspace, they will see your name within the 'Switch account' button which indicates the portal/workspace they are currently viewing.
The guest access permissions they've been granted will denote the access to your portal. Any greyed out areas within the portal means they do not have the appropriate access levels to these features.
Team members and their access permissions can be edited or removed at any time.