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.
Team members may also include entities such as trusts, companies and super funds. They can be allocated ownership of any recorded assets and liabilities, which will assist with better reporting.
You can give your team members guest access to your portal (with access permissions configured by you) so that they can collaborate with you and your financial professionals.
How do I give my Team members Guest access?
During the process of adding a team member you must decide whether the person is added with no access or if they are added with guest access.
Guest Team members and their access permissions can be edited or removed at any time.
If 'Guest Access' is given, the team member will have access to your portal with permissions set by you.
Guest access levels include:
None (Suitable for recording your family members for estate planning and insurance purposes)
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 their invitation to join your team, 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 their access to your portal.
Guest Team members and their access permissions can be edited or removed at any time.