Brillian

How business owners can share their Brillian valuation report with an advisor, CPA, or other trusted party.

How do I share my valuation report with my advisor or CPA?

How business owners can give additional people access to their Brillian account.

Can I add multiple users to my business account?

How to change or remove the financial advisor connected to your Brillian account.

How do I switch or update my financial advisor on Brillian?

What an advisor can see with client consent, and what happens immediately if that consent is revoked.

With client consent, what can my advisor see — and what happens if I revoke consent?

Hallie Porterfield

Help adding or managing additional users on your account

Managing Third Parties on Your Account

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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