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.

  1. Open the “All” menu in Wallets

     

  2. Select the wallet you want to view

     

  3. Select the three-dot icon in the top-right corner, then choose Add Member

     

     

  4. In the Member Roles menu, select Administrator, Collaborator, or Reviewer.