Available for:
- Android (Premium)
- iOS (Premium)
It is simple to share certain Wallet accounts with many others via group sharing. You may establish a group and control the list of participants who require access. To become a "Organization Admin" for your own group, you must first have a Master Premium plan, so keep that in mind if you wish to form your own group. Your group can consist of up to 20 members.
The other group members DO NOT need to have Premium plans, but as the owner of the Premium account, you will be allowed to establish a group, add, and delete members of the group.
But Prior to being included in your group, the group member you wish to invite must first register a Wallet account. After that, they will get an email inviting them to join the Group Sharing account.
Everyone who belongs to a group will be able to view it in their own Wallet account. Each member will be able to view both their own personal Wallet and any groups shared with them.
To enter Records in this shared space, members must move from their own wallets to the shared group wallet. (The shared group account is not connected with any activity in your personal wallet.)
Once you've set up your group (see below), here's how to switch to the shared account:
- At the top of the Main Menu, tap on the drop-down menu arrow by your name and email address, and tap on the shared group. Or,
- At the top of the Main Menu, tap on the circle with the group leader's picture.
To set up your Shared Group:
Android:
1. Select Group Sharing from the Main Menu.
2. Give your group a name
3. Enter the email address of the group member(s) you want to join (registered Wallet email)
To send the invitation, tap Add member.
The email invitation must be accepted before a group member may access the shared account.
To access accounts and enter Records in this common area, members must move from their own Wallet to the shared group (see above).
4. Permissions - You may specify user permissions so that you only reveal the data you wish to show.
. Admin Access - Members will have access to this account in the same way that you do. He or she can even remove it!
. Track and read - Members will be able to create and modify records. He/she cannot modify or delete the account.
. Read only - The account will be in read-only mode. The member will not be able to track his/her 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 your chosen group member(s) (registered Wallet email)
Tap Add member to send the invite
Before a group member can see the shared account, they must accept the email invitation.
Members will need to switch from their personal Wallet to the shared group in order to access accounts and enter Records in this shared space (see above).
4. Permissions - You can set user permissions meaning that you show exactly what data you want to show.
. Admin Access - Members will have the same rights to this account as you. He/she can even delete it!
. Track and read - Members will be able to create and modify records. He/she cannot modify or delete the account.
. Read only - The account will be in read-only mode. The member will not be able to track his/her own records.
. No access - This account will be invisible to the member.
Group sharing features can be found:
* MORE icon on the bottom right corner (iOS)
* Drop-down menu on the top left corner (Android)
If you have any problem with Group sharing, please contact us (click the Submit a request button below)