Overview
This page answers common questions about Share Links and Heir Access - two distinct features for sharing and emergency access to your portfolio.General Questions
Do I need Pro for both features?
Do I need Pro for both features?
- Recipients don’t need Storehouses accounts
- No subscription required for recipients
- Account holder must have Pro/Lifetime
- Designated heir must also have Pro/Lifetime
- If either user downgrades, access is immediately revoked
Share Links FAQ
What are the QR codes for?
What are the QR codes for?
- Makes it easy to share with mobile devices
- Can be scanned with any smartphone camera
- Is 120x120 pixels for optimal scanning
- Is generated locally in your browser for security
- Never sent to third-party services
How secure are the QR codes?
How secure are the QR codes?
- Generated in your browser using the
qrcodenpm package - Never sent to third-party services
- Stored only in your browser session
- Regenerated fresh on every page load
- No tracking or analytics embedded
- Simply encode the share URL for convenience
What's the difference between expiration and view limits?
What's the difference between expiration and view limits?
- Link becomes inactive on a specific date
- Time-based automatic deactivation
- Good for temporary consultations
- Link becomes inactive after X views
- Count-based automatic deactivation
- Good for one-time access
Heir Access FAQ
Why do heirs need their own Pro subscription?
Why do heirs need their own Pro subscription?
- Prevents abuse: Reduces frivolous or malicious access requests
- Validates identity: Confirms heir has a paid, verified account
- Ensures commitment: Both parties are serious about the feature
- Sustains service: Helps maintain the infrastructure for both users
- Security measure: Additional verification layer for emergency access
Does the heir need a Storehouses account?
Does the heir need a Storehouses account?
- Create account at storehouses.app
- Use the same email address you’ll designate them with
- Upgrade to Pro or Lifetime subscription
- Only then can you add them as a designated heir
Can I grant immediate access without the waiting period?
Can I grant immediate access without the waiting period?
- Heir requests access
- Waiting period begins (14-90 days)
- You receive multiple notifications
- Auto-approves after waiting period if not denied
- Click “Grant Access Now” next to any heir
- Heir receives immediate access for 180 days
- No waiting period
- Heir gets instant email notification
What happens during the waiting period?
What happens during the waiting period?
- You receive immediate notification
- One-click denial link included
- Reminder emails with denial links
- Shows days remaining
- Final notice email
- Last chance to deny
- Request auto-approves if not denied
- Heir receives access for 180 days
- You get notification of approval
Can I have multiple heirs?
Can I have multiple heirs?
- Each heir is independent
- Each has their own permission level (read-only or edit)
- Each can initiate separate access requests
- You can pre-approve each one separately
- Primary: Spouse (edit access)
- Secondary: Adult child (read-only)
- Tertiary: Estate executor (read-only)
What if I pass away during the waiting period?
What if I pass away during the waiting period?
- The request will auto-approve after the waiting period
- Even if you cannot respond
- This ensures eventual access for legitimate heirs
- The waiting period provides security against unauthorized requests
- Multiple email notifications give you time to deny if you’re able
Can I extend the 180-day access period?
Can I extend the 180-day access period?
- Submit new access request (Path 1)
- Goes through waiting period again
- Use “Grant Access Now” (Path 2)
- Immediate access for another 180 days
What happens if I downgrade from Pro?
What happens if I downgrade from Pro?
- All active heir access is immediately revoked
- Pending requests are canceled
- Heirs receive notification emails
- Heir designations are preserved in your account
- Access resumes if you re-upgrade to Pro
What happens if my heir downgrades from Pro?
What happens if my heir downgrades from Pro?
- Their active access is immediately revoked
- They cannot submit new access requests
- You cannot grant them immediate access
- They must re-upgrade to Pro to regain access
- You receive notification of the revocation
What's the difference between read-only and edit permissions?
What's the difference between read-only and edit permissions?
- View all items and collections
- See all metadata and images
- Export to PDF and CSV
- Cannot modify anything
- Everything from read-only
- Add new items
- Edit existing items
- Delete items
- Modify collections
- Update valuations
How do I deny an heir access request?
How do I deny an heir access request?
- Open any notification email
- Click “Deny Access” button
- Confirm on the website
- Go to storehouses.app/heir-access
- Find heir with “Pending” status
- Click “Deny Request”
- Confirm denial
Can I revoke access after it's granted?
Can I revoke access after it's granted?
- Go to Heir Access page
- Find heir with “Access Granted” badge
- Click “Revoke Access”
- Confirm revocation
- Access immediately revoked
- Heir loses portfolio access instantly
- Heir receives notification email
- Heir remains in your designated heirs list
- They can request access again later
What emails do heirs receive?
What emails do heirs receive?
- Request Confirmation: When they submit access request (Path 1)
- Access Granted: When access auto-approves after waiting period
- Pre-Approved Access: When you grant immediate access (Path 2)
- Access Denied: When you deny their request
- Access Revoked: When you revoke their active access
heirs@storehouses.appCan heirs access my account settings or billing?
Can heirs access my account settings or billing?
- View or change account settings
- Access billing information
- Change your email or password
- Delete your account
- Modify heir access settings
- Create new heirs
- See your subscription details
What's logged in heir_access_sessions?
What's logged in heir_access_sessions?
- When heirs access your portfolio
- Which heir accessed it
- Timestamps of access sessions
- Security audit trail
- Documentation for estate purposes
- Monitoring of emergency access usage
Both Features
Which feature should I use for my spouse?
Which feature should I use for my spouse?
- They just need to view your portfolio occasionally
- They don’t have a Storehouses account
- You want to give them permanent viewing access
- They don’t need Pro subscription
- They need emergency access if something happens to you
- They have (or can get) Pro subscription
- You want security measures (waiting periods)
- They need access for estate settlement
- Share Link for day-to-day viewing
- Heir Access for emergency preparedness
What happens to these features when I downgrade from Pro?
What happens to these features when I downgrade from Pro?
- All share links immediately stop working
- Links become inaccessible
- Recipients see error message
- Link data is preserved
- Links reactivate if you re-upgrade
- All active heir access immediately revoked
- Pending requests canceled
- Heir designations preserved
- Access resumes if you re-upgrade
- Heirs receive notification emails
Can I use these features on the free plan?
Can I use these features on the free plan?
- Upgrade to Pro (99/year)
- Or get Lifetime access ($349 one-time)
- View pricing →
- Track up to 50 items
- Use basic portfolio features
- Upgrade anytime to unlock sharing features
Troubleshooting
I can't add a heir
I can't add a heir
I'm not receiving heir access notifications
I'm not receiving heir access notifications
-
Check spam/junk folders
- Look for emails from
heirs@storehouses.app
- Look for emails from
-
Verify your email address
- Go to Account Settings
- Confirm email is correct
-
Add to contacts
- Add
heirs@storehouses.appto your contacts
- Add
-
Check email filters
- Ensure emails aren’t being auto-filtered
-
Contact support
- If you suspect unauthorized request
QR code won't scan
QR code won't scan
- Scan in bright area
- Keep camera stable while scanning
- Try zooming in/out slightly
- Download dedicated QR code reader
- Make sure image fully loaded on screen

