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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

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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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Connection Dashboard

The Connections page shows:
MetricDescription
Active ConnectionsNumber of connected users
Pending InvitationsInvitations awaiting response
Shared DocumentsTotal documents shared
Shared TasksTasks visible to connections

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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
  • You control read-only vs. manage permissions
  • 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