> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kordless.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Work in a connected Account

> Open and operate in a connected Account with the correct context.

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.

## Before you start

* Accounts must be **enabled** for your workspace. See [Enable Accounts](/accounts/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](/accounts/access-levels).

## Steps

<Steps>
  <Step title="Open Accounts in the sidebar">
    In the workspace sidebar, open **Accounts** to see the portfolio.
  </Step>

  <Step title="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`.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

## What you can do depends on access

| Access level           | What you can do from the drill-down                                                       |
| ---------------------- | ----------------------------------------------------------------------------------------- |
| **View only**          | Inspect readiness, Book state, Quotes, and Settings                                       |
| **Integration access** | Everything in View only, plus use the Account through approved API and component surfaces |
| **Full access**        | Everything in Integration access, plus operate the Book and approved commercial workflows |

Billing, credentials, and ownership changes remain separately authorized regardless of access level. See [Access levels](/accounts/access-levels) and [Billing responsibility](/accounts/billing-responsibility).

## 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](/accounts/revoke-a-connection).

## If it does not work

<Accordion>
  <AccordionItem title="Account not available">
    If the page shows "Account not available," the connection may have been revoked, the Account may no longer exist, or your workspace may not have sufficient access. The interface shows the same neutral result for all of these cases.
  </AccordionItem>

  <AccordionItem title="Connection section not visible">
    The Connection section with the Revoke button only appears for organization admins. If you are a member, you can view the Account context but cannot revoke the connection.
  </AccordionItem>
</Accordion>

## Next

<CardGroup cols={2}>
  <Card title="Monitor connected Accounts" icon="layout-grid" href="/accounts/monitor-connected-accounts">
    Inspect readiness and status across the portfolio.
  </Card>

  <Card title="Revoke a connection" icon="x-circle" href="/accounts/revoke-a-connection">
    Safely remove access to a connected Account.
  </Card>
</CardGroup>
