Available for:
- Android (Premium)
- iOS (Premium)
Group Sharing makes it easy to share specific Wallet accounts with multiple people. You can create a group and manage the list of members who need access. If you want to create your own group, keep in mind that you will first need a Master Premium plan to be the "organization manager" for your group. You can have up to 20 people in your group.
As a Premium account owner, you will be able to add a group, add and remove group members, other group members do NOT have to be on the Premium plan.
However, before being added to your group, the group member you want to invite must first register for a Wallet account. They will then receive an email inviting them to join the group sharing account.
All group members will see the groups they are a part of in their personal Wallet account. Each member will be able to see their own personal Wallet as well as all the groups they share with them. In order to enter entries into this shared space, members will need to switch from their personal Wallet to the group's shared Wallet. (Any activity in your personal Wallet is not synced with the shared group account.)
Once you've set up a group (see below), switch to a shared account like this:
1. At the top of the main menu, click the drop-down arrow next to your name and email address and click a shared group. Or,
2. At the top of the main menu, tap the circle with the group leader image.
Shared group settings:
Android:
1. From the main menu, tap Group Sharing
2. Name your group
3. Enter the email address of the selected group member(s) (registered Wallet email)
To send an invitation, tap Add Member.
An email invitation must be accepted before a group member can access a shared account.
To access accounts and enter records in this common area, members must switch from their own wallet to a shared group (see above).
4. Click Add Member to send the invitation
Before a group member can see a shared account, they must accept an email invitation.
Members will need to switch from their personal Wallet to a shared group in order to access accounts and make entries in this shared space (see above).
. Admin Access - members will have the same access to this account as you. It can even remove it!
. Track and read - Members will be able to create and edit records. He cannot edit or delete the account.
. Read only - The account will be in read-only mode. Member will not be able to track their own records.
. No access - This account will be invisible to the member.
iOS:
1. Select "more" > Group Sharing
2. Name your group
3. Enter the email address of the selected group member(s) (registered wallet email).
Click Add Member to send the invitation
Before a group member can see a shared account, they must accept an email invitation.
Members will need to switch from their personal Wallet to a shared group in order to access accounts and make entries in this shared space (see above).
4. Permissions - you can set user permissions, which means you will see exactly the data you want to see.
. Admin Access - Members will have the same rights to this account as you. It can even delete it!
. Track and read - Members will be able to create and edit records. He cannot edit or delete the account.
. Read only - Account will be in read only mode. Member will not be able to track their own records.
. No access - This account will be invisible to the member.
You can find the group sharing function:
* MORE icon in the lower right corner (iOS)
* Menu in the upper left corner (Android)
If you have any problem with group sharing, please contact us (click the Submit Request button below).