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Open a connected Account to inspect its Book readiness, access level, billing responsibility, and identity. The drill-down keeps the acting workspace visibly distinct from the connected Account so context is never implicit.

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Before you start

  • Accounts must be enabled for your workspace. See Enable Accounts.
  • The connected Account must have an active connection. Pending connections cannot be opened.
  • Your access level determines what you can do. See Access levels.

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Steps

1

Open Accounts in the sidebar

In the workspace sidebar, open Accounts to see the portfolio.
2

Click a connected Account name

Click any Account name in the portfolio table to open its drill-down page. The URL includes the acting workspace slug and the connected Account ID — for example, /w/your-org/accounts/00000000-0000-0000-0000-000000000000.
3

Review the Account context

The drill-down page shows five facts that keep context explicit:
  • Acting workspace — The directly operated workspace the connection belongs to.
  • Access — View only, Integration access, or Full access.
  • Book readiness — Live, Test ready, Draft, or Not started, with the version number if published.
  • Billing — Whether your workspace pays or the connected Account pays.
  • Account ID — The connected Account’s stable identifier, shown in monospace.
4

Use the connection link to return

A ”← Back to Accounts” link at the top of the page returns you to the portfolio at any time.

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Pending connections

If the connection is pending, the drill-down shows an Awaiting acceptance chip with the message: “Access begins after an administrator for this Account accepts the request.” You cannot operate the Account until it is accepted.

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What you can do depends on access

Billing, credentials, and ownership changes remain separately authorized regardless of access level. See Access levels and Billing responsibility.

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Connection section

If you are an organization admin, the drill-down also shows a Connection section with a Revoke connection button. The section description reads: “Revocation removes this workspace’s authority immediately without changing the Account’s records.” See Revoke a connection.

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If it does not work

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Next

Monitor connected Accounts

Inspect readiness and status across the portfolio.

Revoke a connection

Safely remove access to a connected Account.