Navexa

Set up Navexa Pro, manage clients, assign portfolios, control team access and understand Pro permissions.

Navexa Pro

Learn what Navexa Pro is, who it is built for, what features it includes, and how it differs from Navexa’s investor plans.

What is Navexa Pro?

Learn how clients, portfolios, team members and access work in Navexa Pro so you can set up people and entities correctly and avoid duplicate or confusing access.

Navexa Pro Concepts: Clients, Portfolios, Team Members and Access

Understand Navexa Pro concepts and set up clients, portfolios, team members and access correctly.

Getting Started with Navexa Pro

Learn how to add a client to your Navexa Pro account so you can manage their access and assign portfolios.

Add a Client in Navexa Pro

Learn how to create a new portfolio for a client in Navexa Pro, whether they have no portfolios yet or already have one or more portfolios assigned.

Create a Portfolio for a Client in Navexa Pro

Learn how to assign an existing portfolio to a client in Navexa Pro so you can give that client access to a portfolio already in your Pro account.

Assign an Existing Portfolio to a Client in Navexa Pro

Learn how to invite a client to create and pay for their own Navexa account in Navexa Pro, using either an email invite or a share link.

Invite a Client to Self-Pay in Navexa Pro

Learn how client access works in Navexa Pro, including how portfolios are assigned, when access is shared, and how permissions are managed for each portfolio.

How Client Access Works in Navexa Pro

Learn how to share a portfolio with a client in Navexa Pro so they can access the right portfolio with the right permission level.

How to Share a Portfolio with a Client in Navexa Pro

Learn how to change or remove a client’s access to a portfolio in Navexa Pro, including how to switch between Read and Read & Write access.

How to Change a Client’s Access to a Portfolio in Navexa Pro

Learn how to update a client’s details or delete a client in Navexa Pro, and understand what happens to portfolios when a client is removed.

Edit or Delete a Client in Navexa Pro

Refer a Client to Use Navexa

Learn how to add an accountant as a client in Navexa Pro, assign portfolios to them, and share access so they can view and download reports.

Give An Accountant Access To Client Portfolios In Navexa Pro

Create clients, assign portfolios, share access and manage client permissions.

Clients & Portfolios in Pro

How to add team members to your Navexa Pro account

Adding Team Members to your Pro Account

Learn how to give an existing team member access to specific clients in your Navexa Pro account, and how to remove that access later.

Give Team Members Permission to Access Clients

Assign account-level roles to existing team members in Navexa Pro, including Account Owner and Account Administrator access.

Add Roles to Team Members

Learn how to add team members, control which clients they can manage, and update roles and permissions in Navexa Pro.

Team Access & Permissions in Pro

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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