Open: Settings → Company Profile → CA access
Before you begin
Use an account permitted to manage advisor access. Have the intended CA email or firm identity and agree the access scope.
Practise in a test company first. Check the active company and your permissions. Available options depend on your plan, role and platform.
- 01
Open the business you want the CA to review and check the company name in the header.
- 02
Open Settings → Company Profile and the CA access area. Use the email invitation or firm-search workflow offered there.
- 03
Enter the intended CA’s email or select the correct firm. Review the access level and send the invitation.
- 04
The CA accepts the invitation through the advisor or firm workflow. Check the resulting connection status before expecting access.
- 05
Review whether the client access is Full, Read Only or Close Only as applicable. Firm staff assignments are managed separately by the CA firm.
- 06
Have the advisor open the existing company and check the intended reports or actions. Review pending invitations or use the offered resend action if acceptance has not completed.
Check your result
The intended advisor or firm can open the existing company with the agreed access.
If something doesn’t look right
Check the email, firm, invitation status and access level if the company is missing. Creating a separate client workspace does not connect the CA to the existing books.
Contact support →