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bellwether

Books & sharing

Running more than one book, inviting a viewer, the isolation promise, and your account's security.

5 articles

A book is one broker account with its own settings, agents and history. Nothing from one book ever reaches another, and a viewer you invite sees only what you share.

  1. Multiple booksA book is one broker account with its own settings, agents, memory and history; how to run a second book of your own, compare two, what the owner can do across books, and the isolation promise behind it.Owners & operators12 min read
  2. People and accessOne place for everyone who can reach the books you run: invite someone new, give someone who already signs in a role or read-only access, see and resend a pending setup link, change a role, remove access or disable a login.Owners & operators6 min read
  3. Sharing and viewersWhat each role can do, what a read-only visitor actually sees (and may ask Consult), how a role on a book you run is capped by your login, and how access is taken away again. Inviting and sharing themselves live in People & access.Everyone on the book7 min read
  4. Account securityPassword plus a mandatory authenticator code, sessions and devices you can see and revoke, a fresh code before anything sensitive, and a sign-in audit you can read.Owners & operators5 min read
  5. ReadinessOne list of what safe on paper, production quality and real money mean, each line proven by a test, an eval or a live reading; how to read the three answers, the areas, the caught-by-eye count, and what Run now does.Owners & operators3 min read