Roles and visibility
There is no per-deal access overview today — Doxario does not show a list of the people who can open a case.
What is visible is who created the offer. That name appears on the card in the pipeline and can be used there as a filter to see all of a colleague's cases.
Who else has access follows from two things you need to know rather than read off:
External parties only come in through a purpose-bound link, and that currently exists only for buyers and owners, not for lawyers or notaries.
AI-assisted tools were used in preparing these FAQs; the content was subsequently reviewed and approved by the Doxario editorial team. They reflect the general state of the law as at the review date shown and do not constitute individual legal or tax advice. To assess your own case — particularly where complex structures are involved (offshore companies, trusts, foundations, communities of heirs) or where the new EU rules leave room for doubt — we recommend consulting a lawyer specialising in Spanish anti-money-laundering law and, on tax questions, a tax adviser. Doxario accepts no liability for decisions taken solely on the basis of these FAQs.
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