Account & security
Sharing with your partner
Invite your partner for free: one plan, one shared workspace, two logins.
In Settings → Members, the workspace's owner enters their partner's email and chooses Send invitation. The partner gets an email with a link that works for 7 days, and only for that address. They create an account (or sign in to the one they have), confirm their email, and choose Join. You get an email when they've joined.
Joining is free: the workspace's plan covers everyone in it, up to 6 people. Each person has their own login, two-step verification and notification choices; the accounts, transactions, budgets and goals are shared, and either of you can connect a bank. Nothing can be hidden from the other person.
Only the owner invites people, removes them and manages the plan and billing. A partner can leave at any time from the same page. When someone leaves or is removed, their access ends at once and everything they added stays in the workspace.
Invitations not yet accepted are listed under the members, where the owner can send them again (a new link) or cancel them. Roles go beyond partners and are enforced by the database itself:
Good to know
- Owner — everything, including members, the plan and billing.
- Full access (how partners join) — read, add, change and delete records, and connect banks.
- Accountant — read, add, change and delete records. Manager and employee — read, add and change, but not delete. View only — read only.
- Owners, partners with full access, accountants and managers can confirm changes proposed by Ask Countorra.
Where to find it