Before you start
- Accounts must be enabled for your workspace. See Enable Accounts.
- You can view the portfolio as a member or admin. Only admins can add, revoke, or change connections.
The portfolio table
When you open Accounts in the sidebar, you see a table with these columns:
On mobile, the table becomes a stacked list showing the Account name, connection status chip, Book state chip, and access label.
Book states
The Book column shows the connected Account’s current pricing state:Filters
The portfolio has two filter groups. Each filter is a link that updates the URL — you can bookmark or share a filtered view.Status filter
Readiness filter
Summary counts
The filter labels include counts so you can see the portfolio at a glance:- All shows the total number of connected Accounts.
- Pending shows how many are awaiting acceptance.
- Ready shows how many have a Live Book.
- Needs setup shows how many require attention.
Empty states
When no connected Accounts exist, the portfolio shows “No connected Accounts” with an Add Account button (for admins). When filters exclude all Accounts, the portfolio shows “No Accounts match these filters” with a Clear filters button.Next
Work in a connected Account
Open and operate in a connected Account with the correct context.
Revoke a connection
Safely remove access to a connected Account.