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You choose what a connection can access. Read access, proposals and direct editing are independent decisions. Select all selects available read permissions only. It never enables proposals or editing. Direct editing requires a separate acknowledgement and each edit’s required read permissions.

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Accounts

All accounts grants workspace-wide access for the chosen permissions, including future accounts. A selected-account grant restricts supported account and transaction tools. Whole-workspace summaries and other unsupported tools become unavailable; they are not silently presented as filtered household totals.

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Expiry

Choose the lifetime shown in Geldee’s consent or management screen. Finite grants expire. Never expires is an explicit choice that lasts until revoked or otherwise invalidated. Individual OAuth credentials can still expire and require reconnection.

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Change access

Open Settings → Connect your AI, select the connection, change its permissions or account restrictions and save. Reductions apply to future requests. Added permissions require fresh authorization when the existing client’s consent does not include them. Read the generated permission reference for exact scope names and dependencies. The live identity and catalog determine the connection’s current authority.