You can view and manage all your sharing invites from Settings > Sharing.
The page is divided into two sections: Active advisor shares and Pending invitations.
Active Advisor Shares
This section shows advisors who have accepted your invitation. Each share will show one of two statuses:
Awaiting activation — your advisor has accepted the invitation. You need to activate the share before they can access your data. Click the blue Activate button next to their name to complete the share. Once activated, the status will update to Active.
Active — the share is live and your advisor can access your account.
You can adjust your advisor's access level at any time using the dropdown in the Access column. The options are View only and Edit.
To remove an advisor's access, click the red Revoke button next to their name. Access is removed instantly.
Pending Invitations
This section shows invitations that have been sent but not yet accepted by your advisor.
If you no longer want to proceed with an invitation, click Cancel to withdraw it.
For help sending an invitation for the first time, see: How do I invite an accountant?