Identify who needs the connection

Ask which authorised colleague needs to connect an invoice, customer conversation and financial event. Build the internal relationship around that purpose. Public profile information and controlled financial evidence can refer to the same person without belonging in the same audience or being visible through one unrestricted link.

Review what the link reveals

Check whether a shared record exposes balances, unrelated activity or private documents. Do not assume every corporate dashboard role should have access to proposed financial services. Tap Tap Go’s vIBAN and hybrid transfer capabilities are coming soon; final access boundaries must reflect the actual service arrangement and the legitimate task.

Imagine this

An illustrative future scenario

Consider an agency wanting its account manager to know whether an invoice needs follow-up. A future process could provide the relevant approved status through an appropriate internal workflow without publishing a customer’s financial history beside the public profile.

Make it practical.

Use this checklist as you read. Checks are not stored.

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