Back
Member role on share access pocket
Add member and Share Pocket
Member role on share access pocket
Member Role on Shared Access Pocket defines what each collaborator can do within a shared pocket. You can assign roles such as View Only, Collaborator, or Administrator based on their responsibilities. This ensures proper control and prevents unwanted changes to your financial records. By setting clear roles, everyone knows their level of access and contribution, making teamwork more structured, secure, and efficient when managing money together.
Open the “All” menu in Wallets
Select the wallet you want to view
Select the three-dot icon in the top-right corner, then choose Add Member
In the Member Roles menu, select Administrator, Collaborator, or Reviewer.