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How to select executors in the platform

How many executors do I need to appoint?

Executor duties and powers

How to choose an executor for your Will

Appointing an alternate executor

How to swap executors in the platform

Selecting guardians for children

Platform Section - Guardians & Executors

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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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