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Portal support

Team and invitations

A future team surface for invitations, roles, RBAC readiness, and governed collaboration.

Account types9
Provider statesvisibility only
Execution gatesactive

Reviewer demo mode uses mock data only. Provider credentials, payment credentials, customer PII, and unrestricted live financial execution are not exposed through these pages.

Placeholder

Account management visibility.

This page prepares the authenticated account management surface without collecting sensitive credentials, card data, bank details, or production secrets.

Foundation

Available placeholder areas

These surfaces are ready for reviewer navigation and future authenticated wiring.

  • Team invitations placeholder
  • Role assignment readiness
  • Approval requirement messaging
  • Audit evidence requirement
Foundation

Safety posture

Portal utilities do not enable production execution or sensitive-data collection.

  • Money movement enabled: false
  • Provider execution enabled: false
  • Settlement execution enabled: false
  • Credential exposure enabled: false
Helpful links

Support, privacy, terms, and account deletion.