Workspace controls

Settings

Manage identity, household access, connections, and data safeguards.

Profile & authentication

Auth ready

Identity provider ready; connect Clerk, Auth.js, or WorkOS.

Household access

1 member

Invite members and assign owner, admin, member, or viewer roles.

Financial connections

Demo mode

Plaid sandbox variables and encrypted token storage are prepared.

Privacy & audit log

Enabled

Household-scoped events retain actor, request, and change metadata.