Sharing an Account

Open the account you want to share and click Share. Enter the email address of the person you are inviting and click Send Invitation. They will receive an email with a link to accept or decline.

While the invitation is pending, you will see it listed with a Pending status. You can revoke a pending invitation at any time by deleting it from the shares list.

If someone shares an account with you, you will receive an email containing an acceptance link. Click the link and log in (or create an account if you do not have one). The shared account will then appear in your dashboard alongside your own accounts.

If you do not want access to the shared account, click the decline link in the invitation email. The invitation will be marked as Declined and you will not have access to the account.

Collaborators can view and edit the account, its rules, and its entries. Only the account owner can delete the account or manage share invitations.