When a Contact has a Primary Relationship with an Account, the Contact can view everything that is associated with the account (e.g., Account Information, Account Details, Bank Accounts, Payroll, etc.).
If a Contact has a Referral Source or Preferred Contact Relationship with an Account, the Account does not show up at all on the Contact's platform. This type of relationship is meant for the firm's use only (e.g., if the Contact was the Billing Contact Relationship for an account, the firm would need to see this relationship, but the Contact would not have access to the Account information in Liscio). A firm can still send tasks to these Contacts.