Wherever you are in the world, you can share your organization to a family member or business partner. This helps lessen back and forth messages to track your shared business or personal finances.
Here’s your guide to share access to your organization:
1. Make sure that you are in the correct organization you want to share. From the Organizations menu, click Settings.
2. Click ‘People & Roles’ on the left sidebar.
3. Type the email address of the person you want to share your organization to.
4. Select the type of access you want to assign.
Full Admin Access – Owner of the organization like you. Anyone assigned to this role can do everything you can do within the organization.
Full View Access – Can view everything but cannot edit entries. Example of this user is an accountant or business partner who just needs to review the cashflow of the organization.
Limited Edit Access – Can enter their own expense, income, bills. Can only see information they created. Example of this user is an employee who logs some of your expenses.
5. An invitation link will be sent to the email address you indicated. You can resend the invitation by clicking the ‘Resend’ button.
