Family

Members

• AS

  Aarav Sharma · admin · you

  aarav@example.com · joined Mar 2024

• SS

  Sneha Sharma · spouse

  sneha@example.com · joined Mar 2024

  Manage
• RS

  Ravi Sharma · father · senior

  ravi.sharma@yahoo.com · joined Apr 2024

  Manage
• ?

  Pending · Mira Sharma · daughter

  Invited 3 days ago · awaiting accept

  View

Visibility rules

• Admin sees aggregates

  NAV, burn, tax position by member · not raw docs

  On

• Members see only their own docs

  DPDP default · cannot be turned off

  Locked

• CA links scoped per member

  Each member's hire-CA only sees their docs

  On