Can other people edit my uploads on Legado?

When your Adviser first sets you up on Legado, they are able to upload documents and information to all sections of your Legado account.

Once you click the activation/invitation email, you are able to set the level of access you want your Financial Adviser to have.

Other Nominees, such as your Solicitor, Accountant or Spouse, can have either:

  • Read-Only access, meaning they will only be able to view your libraries or information
  • Edit access, meaning they can view, create, upload or delete information.

You can revoke and increase access to your Legado libraries and documents for your Financial Adviser or Nominees at any time by navigating to the Nominees section or by selecting individual libraries and folders.

We have a comprehensive audit trail so you can see clearly the actions of any nominees (and yourself).  This is in the "Recent Changes" section.  The audit trail (but not content) is also visible to Legado admin users to help debug any problems you have with finding information.