Account Structure

ELLA is designed to mirror the realistic relationships you have with your clients. We organize collaborative relationships in two main organization groups (Organizations and Workspaces) and allow for a hierarchy of users within each group.

Organizational Entities

Organizations

When you first sign up, you create an Organization. This represents your firm or practice. Each organization can include multiple advisors and their active clients. Currently, clients are shared across advisors within the organization.

Workspaces (Businesses / Clients)

A workspace is your workspace for a specific client engagement. It’s where Fact Finding, Sensemaking, Deliverables, and Documents live. Advisors can control if the owner and/or collaborators have access to each workspace and granular access to the documents, deliverables, and fact finding questions within it.

One workspace always contains exactly one business, any number of owners (with or without access to view data themselves), and any number of collaborators.

Ownership & Permissions

Each workspace belongs to an organization and is shared between the advisors within it. You can also share data selectively with collaborators and/or small business owners.

Here are the primary types of users in ELLA:

Advisors

Advisors are licensed users under your organization and have full access to all workspaces within the organization. They use the advisor interface and have full access to all funcitonality for a given client.

Collaborators & Clients

Collaborators (such as CPAs or attorneys) and clients (business owners) can be invited into a business workspace for shared visibility of fact finding data, deliverables, and document uploads. These users don’t need a paid advisor license. The advisor controls who has access to each workspace and granular access to the documents, deliverables, and fact finding questions within it.