Licensed seats
0purchased for this teamWorkspace administration
Access & Team
Control who can work with each client and what they are allowed to do.
Access checks
Review anything that could prevent a person from doing their assigned work safely.
Findings0
Communication approvers0
Unassigned members0
Outstanding invites0
Active
0accepted team membersPending
0reserved invitationsAvailable
0ready to assignNo licensed seats availableArchive unused access or ask the platform administrator to add seats before inviting another person.
Company-wide roles
0 rolesMembers and invitations
0 recordsDirectory unavailableActions are blocked until the current directory can be loaded.
No role is available for invitationsActivate a role before inviting a team member.
| Member | Role | Client access | Status | Added | Actions |
|---|
No people or roles match this search.
Loading team
No team members
Invite the first member into this licensed scope.
No archived members
Archived firm members will appear here.
Select a client
Choose a client workspace to manage the people they have invited.
Team management unavailable
An organization owner or administrator must manage firm access. Assigned wealth managers can manage delegates for their clients.
Current access could not be loaded
Actions are disabled so an older access list cannot be mistaken for the current one.
Recent access changes
0 changesNo access changes have been recorded for this team yet.