Shared Access #
Note
Please note that “Shared access” page is only available for Econumo (cloud) version.
This section provides an overview of ‘Shared Access’ in Econumo.
Econumo enables users to connect with each other to share access to various accounts and budgets.
In this section #
Connect with another user #
When you connect with another Econumo user, you aren’t sharing anything yet. You will specify which accounts and budgets to share later.
To connect with another user, go to Settings -> Shared Access and click on Create an Invitation:
Ask your partner to open Econumo, navigate to Settings -> Shared Access, and click on Accept an Invitation:
After the invitation is accepted, your partner will see the connection:
Remove connection between users #
You can delete the connection between users at any time. This action will remove all shared access for accounts and budgets.
Check shared accounts and budgets #
To view the full list of shared items with a user, click on View:
You will see the list of shared accounts and budgets between users.
