Sharing account access
Learn how to set up view-only access to transactions in another user鈥檚 account.
Transcript
Account sharing allows you view-only access to the transaction in another user鈥檚 account. You can also share view-only access to your own account. To do this select the account tab under personal preferences. Here you鈥檒l find view other accounts or share my account.
If you don鈥檛 have the account tab just hover over your name and select my profile and then access it from personal preferences. I鈥檒l start by requesting to view another user鈥檚 account. I begin by selecting the plus sign and then type the email address of the user and then select save. This sends an email to this email address and you can see that the status is indicated as pending. If the user doesn鈥檛 respond promptly, you can resend the email by selecting this link or I can cancel their request to share at any time by selecting this link.
The other user receives an email like this and they have to select the link in the email to accept the invitation.
Once they鈥檝e done this, back in my account the share is activated.
Now, when I go to the manage tab under your agreements and select this user鈥檚 name I have read-only access to view all of their transactions.
Now I鈥檓 going to go back and share my account with another user. I select share my account, select the plus sign and type the email address for the user that I want to share my account with. And then select save. This again sends an email request to the user. The status will be pending until they鈥檝e opened the email and selected on the link to accept the invitation.
Now, once they鈥檝e accepted the invitation the other user can log into their account and view my transactions. So this time we鈥檒l log in as the other user select the manage tab and under your agreements the other user has a read-only view into your agreements. -
TIP
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