Full Access Collaborators

December 5 2023 1:06am

Full access (or all access) collaborators are typically your most trusted contacts. They have nearly the same level of access in Trustworthy as account owners. Connections such as immediate family, loved ones, wealth advisors, assistants or family offices, are commonly made full access collaborators in Trustworthy. 

When a full access collaborator is added

  • They receive an email invite to your Trustworthy account.
  • Clicking a link in the email invite requires them to create a Trustworthy login.
  • They can view, add and edit anything in Trustworthy. To apply more restrictions to collaborators see Category Level Access or Tile Level Access.
  • They receive all of the same email notifications as account owners, such as secure link creation, and passport expiration reminders.
  • They cannot upgrade, downgrade, cancel or delete your account.

Adding a full access collaborator