Seats & Connections

Connected vs Seated: The Complete Guide

What "Connected" Means

What "Seated" Means

Inviting Clients

Seat Expiration and What the Client Sees

Revoking a Seat

Overflow Seats

Upgrade Nudge for Connected Clients

Cancellation and Frozen State

Resubscribing After Cancellation

The Client Perspective

Seat Expires but Connection Stays

One Advisor at a Time

Working as an Agency (Shared Client Pool)

Link independent advisors under one agency and share a single client pool

Agency Invitations and Roster Changes

Accepting, leaving, removing members, and preserving client access

What Your Agency Partners Can See on a Shared Client

Deals, notes, and documents on a shared contact — who sees what, and who can change it