Household Permissions
Household Permissions control which clients each user can access and how Sterling's AI features interact with their data. Firm Admins configure these settings for each team member.
Accessing Household Permissions
- Navigate to Settings from the profile menu
- Find the user in the Manage Users table
- Click Household Permissions in the Actions column
This opens a page showing all households in your firm with permission settings for the selected user.
Advisor Access Levels
Each household can grant one of two access levels to a user:
| Access Level | What It Means |
|---|---|
| Full Access | Can view and edit all household data, documents, and advice |
| No Access | Cannot see the household anywhere in Sterling |
Firm Admins automatically have Full Access to all households. This setting only affects Standard Users.
AI Usage Policies
Each household has an AI usage policy that determines how Sterling's AI features process client data. This is a household-level setting that applies to everyone who accesses that client.
| Policy | Description |
|---|---|
| Secure - Full AI Usage | AI processes all household data including personal details |
| Anonymized - PII Protected | AI processes data with names and identifying details masked |
| Prohibited - No AI Access | AI features are disabled for this household |
Default Policy
New households default to Secure. Change this setting if a client has requested enhanced privacy protections or has opted out of AI features.
Saving Changes
After adjusting permissions or AI policies, click Save to apply your changes. Use the search bar at the top of the page to quickly find specific households in large firms.