Working with your practitioner (client view)
What they see — and only what you choose
Your practitioner never sees your whole account. They see only actions you individually toggle shared, and only while your relationship is active. Specifically they see:
- The shared action's goal and timing.
- Whether they have approved it (an endorsement badge, not an edit).
They do not see: your Astra conversations, advice snapshots, review history and notes, unshared actions, or anything else in your Codex.
Share, approve, revoke
- Save a plan in Your personal practice.
- Turn sharing on for that action only.
- Your practitioner may approve it — approval endorses the plan as-is; they cannot rewrite it.
- Unsharing an action immediately clears its approval.
- To cut all access, revoke the relationship (one tap in the practitioner section). Their list goes empty at once.
Invites always show the requested scope before you accept, and you can revoke from the same surface. See Sharing and Invites and Privacy and Safety.