> ## Documentation Index
> Fetch the complete documentation index at: https://docs.storehouses.app/llms.txt
> Use this file to discover all available pages before exploring further.

# For Clients

> Guide for Storehouses users who work with estate managers, wealth advisors, or law firms

## Overview

If you work with an estate planner, wealth advisor, law firm, or family office, you can grant them secure access to your Storehouses portfolio. This guide explains how to manage firm access, customize permissions, and understand the benefits of working with a managed firm.

## Benefits of Working with a Firm

<CardGroup cols={2}>
  <Card title="Professional Management" icon="briefcase">
    Let experts help manage and document your alternative asset portfolio
  </Card>

  <Card title="Free Pro Access" icon="crown">
    Automatically receive Pro-tier features at no cost when connected to a firm
  </Card>

  <Card title="Complete Control" icon="sliders">
    You decide what permissions to grant and can revoke access anytime
  </Card>

  <Card title="Full Transparency" icon="eye">
    View a complete audit log of all firm activity on your account
  </Card>
</CardGroup>

## Managed Pro Benefits

When you're connected to an Enterprise firm, you automatically receive **Managed Pro** status:

| Feature            | Free Plan     | Managed Pro  |
| ------------------ | ------------- | ------------ |
| **Items**          | Up to 50      | Unlimited    |
| **Collections**    | 1 default     | Unlimited    |
| **Price Alerts**   | Not available | Full access  |
| **Heir Access**    | Not available | Full access  |
| **Share Links**    | Not available | Full access  |
| **Export Options** | Limited       | Full PDF/CSV |

<Note>
  Managed Pro is provided at no cost to you—it's covered by your relationship with the firm. If the firm relationship ends, your account reverts to your previous subscription tier.
</Note>

## Granting Firm Access

There are two ways to connect with a firm:

### Option A: Approve a Firm's Request

If a firm has requested access to your portfolio:

<Steps>
  <Step title="Check Your Email">
    You'll receive an email notification when a firm requests access
  </Step>

  <Step title="Go to Account Settings">
    Navigate to Account Settings → Estate Managers
  </Step>

  <Step title="Review the Request">
    See the firm's name and the access they're requesting
  </Step>

  <Step title="Customize Permissions">
    Adjust the permission preset or individual permissions as needed
  </Step>

  <Step title="Approve or Deny">
    Click "Approve" to grant access or "Deny" to reject the request
  </Step>
</Steps>

### Option B: Invite a Firm

If you want to proactively invite a firm:

<Steps>
  <Step title="Get the Firm's Lookup Code">
    Ask your estate manager or advisor for their firm's lookup code (slug)
  </Step>

  <Step title="Go to Estate Managers">
    Navigate to Account Settings → Estate Managers
  </Step>

  <Step title="Click 'Invite a Firm'">
    Enter the firm's lookup code
  </Step>

  <Step title="Choose Permissions">
    Select a permission preset or customize individual permissions
  </Step>

  <Step title="Send Invitation">
    The firm receives notification and can accept your invitation
  </Step>
</Steps>

<Tip>
  You can find your advisor's lookup code on their website, business card, or by asking them directly. It's usually based on their firm name (e.g., `smith-estate-planning`).
</Tip>

## Understanding Permissions

When you grant firm access, you control exactly what they can do with your data.

### Permission Presets

For convenience, choose from these predefined permission sets:

| Preset                   | Best For                           | What They Can Do                                                    |
| ------------------------ | ---------------------------------- | ------------------------------------------------------------------- |
| **View Only**            | Initial reviews, read-only access  | View items and collections only                                     |
| **Reporting Only**       | Insurance, tax reporting           | View items + export data to PDF/CSV                                 |
| **Standard Management**  | Most advisory relationships        | View, edit items, manage collections and locations                  |
| **Full Management**      | Comprehensive portfolio management | Everything except heir management                                   |
| **Legal Representative** | Estate attorneys, executors        | Full access including heir management (requires legal verification) |

### Individual Permissions

You can also customize permissions individually:

<AccordionGroup>
  <Accordion title="View Items" icon="eye">
    **What it allows**: Read-only access to your items, including all details, images, and valuations

    **When to grant**: Almost always—this is the minimum useful access level
  </Accordion>

  <Accordion title="Edit Items" icon="pencil">
    **What it allows**: Create, update, and delete items in your portfolio

    **When to grant**: When you want the firm to actively manage your inventory
  </Accordion>

  <Accordion title="View Valuations" icon="dollar-sign">
    **What it allows**: See prices, market values, and portfolio totals

    **When to grant**: For financial planning, insurance, or comprehensive management
  </Accordion>

  <Accordion title="Export Data" icon="file-export">
    **What it allows**: Download your portfolio data as PDF or CSV

    **When to grant**: For reporting, insurance documentation, or tax purposes

    **Note**: All exports are logged in the audit trail
  </Accordion>

  <Accordion title="Manage Collections" icon="folder">
    **What it allows**: Create, edit, and delete collections

    **When to grant**: When you want the firm to help organize your portfolio
  </Accordion>

  <Accordion title="Manage Locations" icon="location-dot">
    **What it allows**: Create, edit, and delete storage locations

    **When to grant**: When the firm needs to document where items are stored
  </Accordion>

  <Accordion title="Manage Alerts" icon="bell">
    **What it allows**: Create and manage price alerts on your behalf

    **When to grant**: For active monitoring and advisory services
  </Accordion>

  <Accordion title="Manage Shares" icon="share-nodes">
    **What it allows**: Create and manage share links on your behalf

    **When to grant**: When you want the firm to share your portfolio with third parties (appraisers, etc.)
  </Accordion>

  <Accordion title="View Heirs" icon="users">
    **What it allows**: See your heir access designations

    **When to grant**: For estate planning visibility
  </Accordion>

  <Accordion title="Manage Heirs" icon="user-pen">
    **What it allows**: Modify heir designations on your behalf

    **When to grant**: Only for legal representatives with proper authorization

    **Note**: Requires additional legal verification
  </Accordion>
</AccordionGroup>

## Managing Firm Relationships

### Viewing Connected Firms

Go to **Account Settings → Estate Managers** to see all firms with access to your account:

| Column              | Description                           |
| ------------------- | ------------------------------------- |
| **Firm Name**       | The organization's name               |
| **Status**          | Active, Pending, or Revoked           |
| **Permissions**     | Summary of granted permissions        |
| **Connected Since** | When the relationship was established |
| **Actions**         | Edit permissions or revoke access     |

### Editing Permissions

You can change permissions at any time:

<Steps>
  <Step title="Find the Firm">
    Go to Account Settings → Estate Managers
  </Step>

  <Step title="Click 'Edit Permissions'">
    Open the permissions editor for that firm
  </Step>

  <Step title="Adjust Settings">
    Change the preset or toggle individual permissions
  </Step>

  <Step title="Save Changes">
    New permissions take effect immediately
  </Step>
</Steps>

<Note>
  Permission changes are logged and the firm is notified when their access level changes.
</Note>

### Revoking Access

If you no longer want a firm to access your portfolio:

<Steps>
  <Step title="Go to Estate Managers">
    Navigate to Account Settings → Estate Managers
  </Step>

  <Step title="Find the Firm">
    Locate the firm you want to disconnect
  </Step>

  <Step title="Click 'Revoke Access'">
    Confirm that you want to remove their access
  </Step>

  <Step title="Access Removed">
    The firm immediately loses access to your data
  </Step>
</Steps>

<Warning>
  Revoking access is immediate. The firm will no longer be able to see any of your data. If you revoke access from all firms, your Managed Pro status will end and your account will revert to your previous subscription tier.
</Warning>

## Viewing Firm Activity

You have complete visibility into what firms do with your data.

### Audit Log

The audit log shows every action taken by firm users:

| Information   | Description                                    |
| ------------- | ---------------------------------------------- |
| **Timestamp** | Exact date and time of the action              |
| **Firm**      | Which firm performed the action                |
| **User**      | Which team member within the firm              |
| **Action**    | What they did (viewed, edited, exported, etc.) |
| **Details**   | Specific information about the action          |

### What's Logged

<CardGroup cols={2}>
  <Card title="Data Access" icon="eye">
    * Viewing your dashboard
    * Opening item details
    * Browsing collections
  </Card>

  <Card title="Modifications" icon="pencil">
    * Creating items
    * Editing item details
    * Deleting items
  </Card>

  <Card title="Exports" icon="file-export">
    * PDF report generation
    * CSV data exports
    * Print actions
  </Card>

  <Card title="Administrative" icon="gear">
    * Permission changes
    * Firm note additions
    * Share link creation
  </Card>
</CardGroup>

<Note>
  Audit logs are tamper-resistant and hash-chained, meaning they cannot be modified or deleted. This ensures a complete, trustworthy record of all firm activity.
</Note>

### Accessing the Audit Log

<Steps>
  <Step title="Go to Account Settings">
    Navigate to your account settings
  </Step>

  <Step title="Click 'Firm Activity Log'">
    Open the audit log viewer
  </Step>

  <Step title="Filter as Needed">
    Filter by firm, date range, or action type
  </Step>

  <Step title="Review Activity">
    See all actions taken by connected firms
  </Step>
</Steps>

## Notifications

You'll receive notifications for important firm-related events:

| Event                   | Notification                                  |
| ----------------------- | --------------------------------------------- |
| **Access Request**      | When a firm requests access to your portfolio |
| **Invitation Accepted** | When a firm accepts your invitation           |
| **Data Exported**       | When a firm exports your data                 |
| **Significant Changes** | When major changes are made to your portfolio |
| **Permission Changes**  | When your permissions for a firm are modified |

### Managing Notification Preferences

<Steps>
  <Step title="Go to Account Settings">
    Navigate to settings
  </Step>

  <Step title="Click 'Notifications'">
    Open notification preferences
  </Step>

  <Step title="Configure Firm Notifications">
    Choose which events trigger notifications
  </Step>
</Steps>

## Privacy Considerations

### What Firms Can See

Based on the permissions you grant, firms may be able to see:

* Item details and images
* Valuations and prices
* Collections and organization
* Storage locations
* Heir designations (if permitted)

### What Firms Cannot See

Regardless of permissions, firms **never** have access to:

* Your login credentials
* Your billing information
* Your personal email content
* Other share links you've created
* Access to other firms you've connected with

### Firm Notes

Firms can add private notes to your items that you cannot see. These notes are for the firm's internal use only (documenting appraisals, action items, etc.). While you can't see the note content, you can see in the audit log when notes are added or modified.

## FAQ

<AccordionGroup>
  <Accordion title="Can I work with multiple firms?" icon="building">
    Yes, you can grant access to multiple firms simultaneously. Each firm relationship has its own permissions, and firms cannot see each other or each other's notes.
  </Accordion>

  <Accordion title="What happens if I revoke access?" icon="ban">
    The firm immediately loses all access to your data. Any firm notes they created remain in the system but are no longer accessible. If you later reconnect with the same firm, previous notes may become visible again.
  </Accordion>

  <Accordion title="Can firms see my other advisors?" icon="users">
    No. Firms can only see their own relationship with you. They cannot see other firms you've connected with or any activity from those firms.
  </Accordion>

  <Accordion title="What if a firm employee leaves?" icon="user-minus">
    The firm manages their own team members. When someone leaves the firm, the firm admin should remove their seat. This is why the audit log tracks individual users—you can see who specifically accessed your data.
  </Accordion>

  <Accordion title="Can I see what specific changes were made?" icon="clock-rotate-left">
    Yes. The audit log includes details about changes, including before and after values for edits. This gives you complete visibility into all modifications.
  </Accordion>

  <Accordion title="What happens to my Pro features if I disconnect?" icon="crown">
    If you disconnect from all Enterprise firms, your Managed Pro status ends and your account reverts to your previous subscription tier (Free, Pro, or Lifetime). You'll need to maintain your own subscription to keep Pro features.
  </Accordion>

  <Accordion title="How do I know a firm is legitimate?" icon="shield-check">
    Verify the firm through independent means before granting access. Check their website, contact information, and credentials. Storehouses does not verify or endorse any firm—the responsibility for due diligence is yours.
  </Accordion>
</AccordionGroup>

## Security Tips

<AccordionGroup>
  <Accordion title="Grant Minimum Necessary Access" icon="minimize">
    Start with the most restrictive permission preset that allows the firm to do their job. You can always expand permissions later if needed.
  </Accordion>

  <Accordion title="Review Activity Regularly" icon="eye">
    Check the audit log periodically to ensure firm activity matches your expectations. Unusual activity should be investigated.
  </Accordion>

  <Accordion title="Remove Unused Access" icon="trash">
    If you're no longer working with a firm, revoke their access promptly. Don't leave permissions active "just in case."
  </Accordion>

  <Accordion title="Be Cautious with Heir Permissions" icon="users">
    Manage Heirs permission should only be granted to verified legal representatives. This permission allows modification of your heir designations.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Permission Details" icon="key" href="/enterprise/permissions">
    Full reference for all permissions
  </Card>

  <Card title="Security Features" icon="shield-halved" href="/enterprise/security">
    How your data is protected
  </Card>

  <Card title="Heir Access" icon="users" href="/advanced/heir-access">
    Set up emergency heir access
  </Card>

  <Card title="Share Links" icon="share-nodes" href="/advanced/sharing">
    Create your own share links
  </Card>
</CardGroup>