Demo pending

Association settings are demo pending

Settings are listed to show the intended association workspace, but this demo does not edit member access, scopes, or report preferences from this route.

Page

Association settings

Real today
Portfolio roll-up, firm register, report dialog, and Smith Wealth read-only board
Planned
Member roles, firm access scopes, report defaults, and association-level notification preferences.
Live path
Association roll-up and firm register
Status
Demo pending