👁️ Access permissions

If you're on the 'Professional' or 'Finsure Exclusive' plan (formerly 'Base + Collaboration' plan), you'll be able to view who has access to your Discovery Journeys (and act on your behalf) and which other broker(s) you're able to act on behalf of. Learn more about different roles and what they're able to do.

Getting there

Access the User menu
Select 'Manage account'
In the 'Manage account' space, select 'Access permissions'

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If you're the admin, you can manage access permissions from the Billing & team management page.