Knowledge base › Owner quick start

Who can ask

Anybody who holds a seat at your firm can ask, a person with no seat cannot, and whatever your Library does not cover reaches your Queue.

A person with no seat cannot open your firm. An invitation or a link alone does not give access.

You add and remove people yourself, in Set up, under Team. Adding somebody sends them an invitation at the address you type; they hold a seat once they accept it. Taking somebody off ends their access.

People outside your firm ask you through your client portal. In Set up, add their email address as a guest.

They sign in the first time, which is how their questions stay theirs, and they can be answered from the pages you have marked customer-safe.

Withdrawing a guest stops their access. Their questions and your answers stay on your record.

Who can ask

Version 3 · last confirmed 2 Oct 2026

This is the page itself, not a summary of it. It says what it says because somebody wrote it down and confirmed it on that date.

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