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Overview

Connections let you share documents with family members, caregivers, or trusted advisors. Once connected, you can share specific documents and collaborate on managing life admin together.

Invite Family

Send invitations to connect

Share Documents

Choose what to share with whom
Connections page

The Connections page showing active connections and sharing stats

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Inviting Connections

1

Go to Connections

Click Connections in the navigation sidebar
2

Click Invite

Select the Invite Someone button
3

Enter Details

Add their email address and optionally their name
4

Choose Relationship

Select the relationship type (family, caregiver, advisor)
5

Add Message

Optionally include a personal message
6

Send Invitation

Click Send Invitation
The invited person will receive an email with instructions to create an Adminest account (if they don’t have one) and accept your connection.

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Managing Invitations

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Pending Invitations

View invitations you’ve sent that haven’t been accepted yet:
  • See when the invitation was sent
  • Resend if needed
  • Cancel pending invitations

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Accepting Invitations

When someone invites you:
  1. You’ll receive an email notification
  2. Log into Adminest
  3. Go to Connections > Pending
  4. Click Accept or Decline

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Sharing Documents

Once connected, you can share specific documents:
1

Open Document

Navigate to the document you want to share
2

Click Share

Select Share in the document actions
3

Select Connections

Choose which connections should have access
4

Set Permissions

View only - Can see document and details Manage - Can also manage related tasks
5

Confirm

Click Share to grant access

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Bulk Sharing

Share multiple documents at once:
  1. Select documents using checkboxes
  2. Click Share Selected
  3. Choose connections and permissions
  4. Confirm

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Managing Connections

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View Connected Users

Your Connections page shows:
  • Active connections with access details
  • What’s shared with each connection
  • When the connection was established

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Edit Sharing Settings

Modify what’s shared with a connection:
  1. Click on the connection
  2. Select Edit Sharing Settings
  3. Add or remove shared documents
  4. Update permissions

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Remove Connection

Removing a connection immediately revokes their access to all shared documents.
1

Go to Connections

Open your Connections page
2

Find Connection

Locate the person you want to remove
3

Click Remove

Select Remove and confirm

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Groups

A group is the people you share life admin with: your household, flatmates, a small business team, a club or a committee. Groups live on the Groups tab of the Connections page.
1

Create a group

Give it a name and choose what kind of group it is. You become its creator and first member.
2

Add people

Add anyone you are already connected with, or invite someone new. You can also add someone without an Adminest account, such as a child, by name. You choose who looks after them: those people see on their behalf.
3

Choose what you share

In the group’s card, under What you share with this group, each of your categories has a setting: None, View or Edit. View lets the group see the documents and tasks in that category. Edit also lets them change and complete them. The card also shows what the other members share with the group.
Everything starts private. Only you can open up your own categories, and only to groups you belong to. Someone without an account never sees anything themselves. When someone leaves a group, or is removed, they lose everything they could see through it straight away.

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Sharing calendars with a group

When calendars are switched on for your account, each group card also lists your connected calendars. For each one choose None, Busy only, Titles or Full. Busy only shows the group a grey block with no details. Titles adds what it is. Full adds where it is and any notes. Everything starts at None, and you always see your own calendars in full. If you look after someone in the group who has no account, you can mark one of your calendars as theirs, such as a child’s school calendar. Adminest then tells you, and anyone else looking after them, when they are double-booked. Open group week shows everyone’s shared calendars together, one colour per person. Only the person who created a group can rename it, add or remove people, or delete it. Anyone else can leave it at any time. The creator cannot leave; they delete the group instead, which also removes every setting that pointed at it. The quick setup guide offers the same steps when you first sign up, and the “Connect more” card on your home page brings you back to it until you have set up a group.

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Co-Managing Shared Content

Documents shared with you by connected users appear automatically on your Documents page alongside your own documents. Shared documents are marked with a purple Shared badge so you can easily identify them. What you can do with shared documents and tasks:
  • View, download, and manage document details
  • Archive or delete shared documents
  • Update categories on shared documents
  • Complete, update, or delete shared tasks
  • Sync shared tasks to your Google Calendar
  • Select shared documents for bulk actions
When you modify shared content (e.g., complete a task or delete a document), the owner automatically receives a notification so both users stay in sync.

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Connection Dashboard

The Connections page shows:

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Privacy & Security

Granular Control

Share specific documents, not everything

Revoke Anytime

Remove access instantly when needed
Key privacy features:
  • Connections can only see documents you explicitly share
  • Connected users can co-manage shared content
  • Remove access at any time
  • Audit log of who accessed what

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Use Cases

Share insurance policies, warranties, and important documents with your spouse or partner so both can access when needed.
Help manage a parent’s documents and tasks. They share access with you so you can help track medical appointments and bill payments.
Share relevant financial documents with your accountant or financial advisor during tax season.

Documents

Manage documents before sharing

Tasks

Shared documents can have shared tasks