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A space can have several people, each with their own permission. A couple who want to see their joint account together, for example, create the space “Home” and invite the other person. The permissions are summarised in How spaces work.

Invite someone

1

Open the space

Inside the space, open the switcher at the top of the side menu, choose Space settings and, under Members, click Invite.
2

Enter the email and permission

Type the person’s Email and choose the Permission: Manager, Member or Reader.
3

Create the invitation

Click Create invitation. The person receives an email with the link. You can also use Copy link and send it yourself. The link is valid for 7 days and works only for that email.
Only the Owner and Managers can invite. While an invitation is pending you can see it in the list and use Cancel invitation.

Accept an invitation

Open the link in the email. Sign in, or create an account, with the email the invitation was sent to: with any other email it cannot be accepted. The page shows What you will see (the shared accounts, with movements and balance or balance only) and What stays only yours (all your accounts and investments, until you decide to share one). To accept, click Join followed by the space’s name; Not now leaves the invitation unaccepted. Joining a space shares nothing of yours.

Change permissions and remove people

The Owner and Managers change each member’s permission in the Members list and can use Remove from space. A person who is removed stops seeing what is in the space, and the accounts they shared leave with them.

Leave a space

Any member can use Leave the space. You stop seeing what is in it and your accounts go straight back to your personal space. The Owner cannot leave. First they must use Hand the space to another person: that person becomes Owner and the one who handed it over stays as Manager.

Delete your account as the Owner

If you are the Owner of a space other people are in, you need to hand that space over to someone else or close it before you can delete your account. Delete account shows the spaces concerned and, for each one, Hand the space over to… (choose who takes it) or Close the space. The other people in the space get a notice in the app and by email. If an account that only the Owner had linked to their bank was in the space, the notice tells them they can connect it to keep seeing it. A space only the Owner is in closes with the account, with nothing else to do. A member of a space can delete their account as usual: they leave the space and their accounts are no longer in it. If you asked to delete your account before someone joined one of your spaces, the deletion waits on its date until you hand over or close that space, and you get an email saying so.

How spaces work

What each permission can see and do.

Share accounts

What each account shows members.